Jacobs & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-429
| Closed | -$224K | – | 131 |
|
|
2025
Q1 | $224K | Hold |
429
| – | – | 0.02% | 119 |
|
|
2024
Q4 | $217K | Hold |
429
| – | – | 0.02% | 119 |
|
|
2024
Q3 | $250K | Buy |
+429
| New | +$250K | 0.03% | 121 |
|
|
2024
Q2 | – | Sell |
-459
| Closed | -$227K | – | 125 |
|
|
2024
Q1 | $227K | Hold |
459
| – | – | 0.02% | 119 |
|
|
2023
Q4 | $241K | Hold |
459
| – | – | 0.03% | 116 |
|
|
2023
Q3 | $231K | Hold |
459
| – | – | 0.03% | 116 |
|
|
2023
Q2 | $220K | Sell |
459
-66
| -13% | -$31.6K | 0.03% | 120 |
|
|
2023
Q1 | $248K | Buy |
525
+66
| +14% | +$31.2K | 0.03% | 117 |
|
|
2022
Q4 | $243K | Hold |
459
| – | – | 0.03% | 119 |
|
|
2022
Q3 | $231K | Hold |
459
| – | – | 0.03% | 116 |
|
|
2022
Q2 | $235K | Hold |
459
| – | – | 0.03% | 112 |
|
|
2022
Q1 | $234K | Hold |
459
| – | – | 0.03% | 119 |
|
|
2021
Q4 | $230K | Buy |
+459
| New | +$230K | 0.02% | 115 |
|