Jacobsen 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 | $213K | Sell |
682
-758
| -53% | -$236K | 0.08% | 107 |
|
|
2025
Q1 | $754K | Sell |
1,440
-97
| -6% | -$50.8K | 0.33% | 32 |
|
|
2024
Q4 | $778K | Buy |
1,537
+30
| +2% | +$15.2K | 0.33% | 30 |
|
|
2024
Q3 | $881K | Sell |
1,507
-54
| -3% | -$31.6K | 0.37% | 28 |
|
|
2024
Q2 | $795K | Sell |
1,561
-32
| -2% | -$16.3K | 0.36% | 28 |
|
|
2024
Q1 | $788K | Sell |
1,593
-19
| -1% | -$9.4K | 0.37% | 26 |
|
|
2023
Q4 | $849K | Buy |
1,612
+26
| +2% | +$13.7K | 0.43% | 22 |
|
|
2023
Q3 | $800K | Buy |
1,586
+70
| +5% | +$35.3K | 0.43% | 25 |
|
|
2023
Q2 | $729K | Buy |
1,516
+19
| +1% | +$9.13K | 0.38% | 28 |
|
|
2023
Q1 | $707K | Buy |
+1,497
| New | +$707K | 0.38% | 28 |
|