Jacobi Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
6,049
+1,924
| +47% | +$600K | 0.13% | 162 |
|
|
2025
Q1 | $2.16M | Buy |
4,125
+356
| +9% | +$186K | 0.16% | 131 |
|
|
2024
Q4 | $1.91M | Buy |
3,769
+22
| +0.6% | +$11.1K | 0.14% | 144 |
|
|
2024
Q3 | $2.19M | Buy |
3,747
+187
| +5% | +$109K | 0.17% | 126 |
|
|
2024
Q2 | $1.81M | Sell |
3,560
-234
| -6% | -$119K | 0.16% | 126 |
|
|
2024
Q1 | $1.88M | Buy |
3,794
+260
| +7% | +$129K | 0.17% | 112 |
|
|
2023
Q4 | $1.86M | Buy |
3,534
+9
| +0.3% | +$4.74K | 0.19% | 104 |
|
|
2023
Q3 | $1.78M | Buy |
3,525
+223
| +7% | +$112K | 0.2% | 102 |
|
|
2023
Q2 | $1.59M | Buy |
3,302
+299
| +10% | +$144K | 0.18% | 111 |
|
|
2023
Q1 | $1.42M | Buy |
3,003
+732
| +32% | +$346K | 0.17% | 131 |
|
|
2022
Q4 | $1.2M | Buy |
2,271
+289
| +15% | +$153K | 0.15% | 140 |
|
|
2022
Q3 | $1M | Sell |
1,982
-105
| -5% | -$53K | 0.14% | 150 |
|
|
2022
Q2 | $1.07M | Buy |
2,087
+206
| +11% | +$106K | 0.14% | 152 |
|
|
2022
Q1 | $959K | Buy |
1,881
+226
| +14% | +$115K | 0.11% | 168 |
|
|
2021
Q4 | $831K | Buy |
1,655
+241
| +17% | +$121K | 0.1% | 190 |
|
|
2021
Q3 | $553K | Buy |
1,414
+337
| +31% | +$132K | 0.07% | 232 |
|
|
2021
Q2 | $431K | Sell |
1,077
-86
| -7% | -$34.4K | 0.06% | 261 |
|
|
2021
Q1 | $433K | Buy |
1,163
+26
| +2% | +$9.68K | 0.06% | 242 |
|
|
2020
Q4 | $399K | Sell |
1,137
-7
| -0.6% | -$2.46K | 0.06% | 238 |
|
|
2020
Q3 | $357K | Buy |
1,144
+29
| +3% | +$9.05K | 0.06% | 227 |
|
|
2020
Q2 | $329K | Sell |
1,115
-36
| -3% | -$10.6K | 0.06% | 237 |
|
|
2020
Q1 | $287K | Buy |
1,151
+65
| +6% | +$16.2K | 0.06% | 219 |
|
|
2019
Q4 | $319K | Buy |
1,086
+8
| +0.7% | +$2.35K | 0.06% | 238 |
|
|
2019
Q3 | $234K | Buy |
1,078
+1
| +0.1% | +$217 | 0.05% | 259 |
|
|
2019
Q2 | $263K | Buy |
1,077
+206
| +24% | +$50.3K | 0.05% | 246 |
|
|
2019
Q1 | $215K | Sell |
871
-58
| -6% | -$14.3K | 0.05% | 221 |
|
|
2018
Q4 | $231K | Sell |
929
-153
| -14% | -$38K | 0.06% | 199 |
|
|
2018
Q3 | $288K | Buy |
1,082
+202
| +23% | +$53.8K | 0.08% | 157 |
|
|
2018
Q2 | $216K | Sell |
880
-120
| -12% | -$29.5K | 0.06% | 197 |
|
|
2018
Q1 | $217K | Buy |
1,000
+181
| +22% | +$39.3K | 0.07% | 169 |
|
|
2017
Q4 | $184K | Buy |
819
+90
| +12% | +$20.2K | 0.06% | 179 |
|
|
2017
Q3 | $143K | Hold |
729
| – | – | 0.05% | 189 |
|
|
2017
Q2 | $136K | Buy |
729
+45
| +7% | +$8.4K | 0.05% | 167 |
|
|
2017
Q1 | $113K | Sell |
684
-196
| -22% | -$32.4K | 0.06% | 144 |
|
|
2016
Q4 | $142K | Sell |
880
-104
| -11% | -$16.8K | 0.09% | 115 |
|
|
2016
Q3 | $136K | Hold |
984
| – | – | 0.06% | 127 |
|
|
2016
Q2 | $140K | Buy |
+984
| New | +$140K | 0.07% | 110 |
|