JWM
Janiczek Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $709K | Sell |
1,392
-422
| -23% | -$215K | 0.15% | 62 |
|
|
2024
Q1 | $897K | Buy |
1,814
+82
| +5% | +$40.6K | 0.19% | 48 |
|
|
2023
Q4 | $912K | Buy |
1,732
+167
| +11% | +$87.9K | 0.22% | 42 |
|
|
2023
Q3 | $789K | Buy |
1,565
+481
| +44% | +$243K | 0.21% | 44 |
|
|
2023
Q2 | $521K | Buy |
1,084
+214
| +25% | +$103K | 0.14% | 52 |
|
|
2023
Q1 | $445K | Sell |
870
-26
| -3% | -$13.3K | 0.13% | 60 |
|
|
2022
Q4 | $444K | Buy |
896
+80
| +10% | +$39.7K | 0.13% | 56 |
|
|
2022
Q3 | $407K | Buy |
816
+44
| +6% | +$21.9K | 0.13% | 53 |
|
|
2022
Q2 | $419K | Buy |
772
+26
| +3% | +$14.1K | 0.12% | 53 |
|
|
2022
Q1 | $381K | Buy |
746
+131
| +21% | +$66.9K | 0.11% | 60 |
|
|
2021
Q4 | $309K | Buy |
615
+38
| +7% | +$19.1K | 0.09% | 73 |
|
|
2021
Q3 | $225K | Buy |
577
+18
| +3% | +$7.02K | 0.08% | 86 |
|
|
2021
Q2 | $224K | Buy |
559
+162
| +41% | +$64.9K | 0.08% | 74 |
|
|
2021
Q1 | $148K | Buy |
397
+137
| +53% | +$51.1K | 0.06% | 95 |
|
|
2020
Q4 | $91K | Buy |
260
+164
| +171% | +$57.4K | 0.04% | 119 |
|
|
2020
Q3 | $30K | Buy |
96
+91
| +1,820% | +$28.4K | 0.02% | 127 |
|
|
2020
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 353 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | -$5K | – | 174 |
|
|
2018
Q2 | $5K | Buy |
+19
| New | +$5K | ﹤0.01% | 113 |
|