Jacobsen 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
Q3 | $416K | Buy |
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|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $754K | Sell |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $881K | Sell |
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|
2024
Q2 | $795K | Sell |
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|
2024
Q1 | $788K | Sell |
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|
2023
Q4 | $849K | Buy |
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | $729K | Buy |
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|
2023
Q1 | $707K | Buy |
|