JPWM
Jamison Private Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Buy |
2,486
+1,138
| +84% | +$355K | 0.11% | 116 |
|
|
2025
Q1 | $706K | Sell |
1,348
-23
| -2% | -$12.1K | 0.11% | 117 |
|
|
2024
Q4 | $693K | Buy |
1,371
+146
| +12% | +$73.8K | 0.1% | 119 |
|
|
2024
Q3 | $716K | Buy |
1,225
+171
| +16% | +$100K | 0.11% | 117 |
|
|
2024
Q2 | $537K | Buy |
1,054
+149
| +16% | +$75.9K | 0.09% | 130 |
|
|
2024
Q1 | $448K | Buy |
905
+168
| +23% | +$83.1K | 0.08% | 137 |
|
|
2023
Q4 | $388K | Buy |
737
+27
| +4% | +$14.2K | 0.07% | 141 |
|
|
2023
Q3 | $358K | Buy |
+710
| New | +$358K | 0.07% | 140 |
|