JIP
Jaffetilchin Investment Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
9,342
-3,255
| -26% | -$1.02M | 0.19% | 88 |
|
|
2025
Q1 | $6.6M | Buy |
12,597
+381
| +3% | +$200K | 0.48% | 38 |
|
|
2024
Q4 | $6.18M | Buy |
12,216
+147
| +1% | +$74.4K | 0.45% | 40 |
|
|
2024
Q3 | $7.06M | Buy |
12,069
+491
| +4% | +$287K | 0.53% | 37 |
|
|
2024
Q2 | $5.9M | Buy |
11,578
+354
| +3% | +$180K | 0.5% | 38 |
|
|
2024
Q1 | $5.55M | Buy |
11,224
+1,068
| +11% | +$528K | 0.5% | 40 |
|
|
2023
Q4 | $5.35M | Buy |
10,156
+253
| +3% | +$133K | 0.52% | 39 |
|
|
2023
Q3 | $4.99M | Buy |
9,903
+281
| +3% | +$142K | 0.55% | 40 |
|
|
2023
Q2 | $4.62M | Buy |
9,622
+351
| +4% | +$169K | 0.49% | 43 |
|
|
2023
Q1 | $4.38M | Sell |
9,271
-79
| -0.8% | -$37.3K | 0.5% | 46 |
|
|
2022
Q4 | $4.96M | Sell |
9,350
-103
| -1% | -$54.6K | 0.61% | 40 |
|
|
2022
Q3 | $4.77M | Buy |
9,453
+489
| +5% | +$247K | 0.61% | 35 |
|
|
2022
Q2 | $4.6M | Buy |
8,964
+375
| +4% | +$193K | 0.54% | 38 |
|
|
2022
Q1 | $4.11M | Buy |
8,589
+268
| +3% | +$128K | 0.48% | 38 |
|
|
2021
Q4 | $4.18M | Buy |
8,321
+437
| +6% | +$219K | 0.4% | 50 |
|
|
2021
Q3 | $3.08M | Sell |
7,884
-4,672
| -37% | -$1.83M | 0.33% | 57 |
|
|
2021
Q2 | $4.76M | Buy |
12,556
+6,380
| +103% | +$2.42M | 0.33% | 54 |
|
|
2021
Q1 | $2.3M | Buy |
6,176
+788
| +15% | +$293K | 0.27% | 68 |
|
|
2020
Q4 | $1.89M | Buy |
5,388
+3,480
| +182% | +$1.22M | 0.27% | 66 |
|
|
2020
Q3 | $595K | Buy |
1,908
+596
| +45% | +$186K | 0.11% | 110 |
|
|
2020
Q2 | $387K | Buy |
1,312
+268
| +26% | +$79.1K | 0.09% | 151 |
|
|
2020
Q1 | $260K | Sell |
1,044
-2,987
| -74% | -$744K | 0.09% | 131 |
|
|
2019
Q4 | $1.19M | Buy |
4,031
+57
| +1% | +$16.8K | 0.26% | 60 |
|
|
2019
Q3 | $864K | Sell |
3,974
-706
| -15% | -$153K | 0.21% | 73 |
|
|
2019
Q2 | $1.14M | Sell |
4,680
-527
| -10% | -$129K | 0.27% | 63 |
|
|
2019
Q1 | $1.29M | Sell |
5,207
-367
| -7% | -$90.8K | 0.29% | 51 |
|
|
2018
Q4 | $1.39M | Buy |
5,574
+327
| +6% | +$81.5K | 0.35% | 41 |
|
|
2018
Q3 | $1.4M | Buy |
5,247
+1,221
| +30% | +$325K | 0.29% | 61 |
|
|
2018
Q2 | $988K | Buy |
4,026
+2,164
| +116% | +$531K | 0.22% | 83 |
|
|
2018
Q1 | $398K | Sell |
1,862
-1,410
| -43% | -$301K | 0.09% | 212 |
|
|
2017
Q4 | $721K | Sell |
3,272
-1,092
| -25% | -$241K | 0.24% | 83 |
|
|
2017
Q3 | $855K | Buy |
4,364
+530
| +14% | +$104K | 0.2% | 88 |
|
|
2017
Q2 | $711K | Sell |
3,834
-2,496
| -39% | -$463K | 0.24% | 77 |
|
|
2017
Q1 | $1.04M | Buy |
6,330
+889
| +16% | +$146K | 0.26% | 63 |
|
|
2016
Q4 | $871K | Buy |
5,441
+1,554
| +40% | +$249K | 0.26% | 63 |
|
|
2016
Q3 | $544K | Buy |
3,887
+266
| +7% | +$37.2K | 0.17% | 91 |
|
|
2016
Q2 | $511K | Buy |
3,621
+406
| +13% | +$57.3K | 0.15% | 101 |
|
|
2016
Q1 | $414K | Sell |
3,215
-1,776
| -36% | -$229K | 0.13% | 102 |
|
|
2015
Q4 | $587K | Sell |
4,991
-3,749
| -43% | -$441K | 0.19% | 81 |
|
|
2015
Q3 | $1.01M | Sell |
8,740
-653
| -7% | -$75.8K | 0.38% | 44 |
|
|
2015
Q2 | $1.15M | Buy |
9,393
+5,532
| +143% | +$675K | 0.34% | 49 |
|
|
2015
Q1 | $457K | Sell |
3,861
-477
| -11% | -$56.5K | 0.14% | 115 |
|
|
2014
Q4 | $439K | Buy |
+4,338
| New | +$439K | 0.15% | 100 |
|