Jacobi Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $959K | Buy |
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|
2021
Q4 | $831K | Buy |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $431K | Sell |
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|
2021
Q1 | $433K | Buy |
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|
2020
Q4 | $399K | Sell |
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|
2020
Q3 | $357K | Buy |
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|
2020
Q2 | $329K | Sell |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $319K | Buy |
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|
2019
Q3 | $234K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $288K | Buy |
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|
2018
Q2 | $216K | Sell |
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|
2018
Q1 | $217K | Buy |
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|
2017
Q4 | $184K | Buy |
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|
2017
Q3 | $143K | Hold |
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|
2017
Q2 | $136K | Buy |
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|
2017
Q1 | $113K | Sell |
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|
2016
Q4 | $142K | Sell |
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|
2016
Q3 | $136K | Hold |
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|
2016
Q2 | $140K | Buy |
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