Janney Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
6,623
-13,414
| -67% | -$4.18M | 0.13% | 120 |
|
|
2025
Q1 | $10.5M | Sell |
20,037
-4,995
| -20% | -$2.62M | 0.72% | 56 |
|
|
2024
Q4 | $12.7M | Sell |
25,032
-955
| -4% | -$483K | 0.84% | 45 |
|
|
2024
Q3 | $15.2M | Buy |
25,987
+214
| +0.8% | +$125K | 1.03% | 32 |
|
|
2024
Q2 | $13.1M | Sell |
25,773
-716
| -3% | -$365K | 0.93% | 39 |
|
|
2024
Q1 | $13.1M | Buy |
26,489
+4,416
| +20% | +$2.18M | 0.87% | 43 |
|
|
2023
Q4 | $11.6M | Buy |
+22,073
| New | +$11.6M | 0.78% | 55 |
|
|
2023
Q3 | – | Sell |
-22,569
| Closed | -$10.8M | – | 239 |
|
|
2023
Q2 | $10.8M | Sell |
22,569
-221
| -1% | -$106K | 0.75% | 58 |
|
|
2023
Q1 | $10.8M | Buy |
22,790
+5,430
| +31% | +$2.57M | 0.81% | 50 |
|
|
2022
Q4 | $9.2M | Buy |
17,360
+12,071
| +228% | +$6.4M | 0.66% | 64 |
|
|
2022
Q3 | $2.67M | Buy |
5,289
+1,131
| +27% | +$571K | 0.22% | 97 |
|
|
2022
Q2 | $2.14M | Buy |
4,158
+659
| +19% | +$339K | 0.17% | 91 |
|
|
2022
Q1 | $1.79M | Buy |
+3,499
| New | +$1.79M | 0.13% | 98 |
|