JWM
Jacobus Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,219
| Closed | -$157K | – | 254 |
|
|
2016
Q1 | $157K | Hold |
1,219
| – | – | 0.05% | 226 |
|
|
2015
Q4 | $143K | Hold |
1,219
| – | – | 0.04% | 237 |
|
|
2015
Q3 | $141K | Hold |
1,219
| – | – | 0.04% | 241 |
|
|
2015
Q2 | $149K | Buy |
+1,219
| New | +$149K | 0.04% | 251 |
|
|
2014
Q1 | – | Sell |
-1,634
| Closed | -$123K | – | 320 |
|
|
2013
Q4 | $123K | Buy |
+1,634
| New | +$123K | 0.04% | 269 |
|