JCIC Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.99M | Sell |
11,436
-218
| -2% | -$114K | 2.5% | 14 |
|
|
2024
Q4 | $5.9M | Buy |
11,654
+263
| +2% | +$133K | 2.39% | 15 |
|
|
2024
Q3 | $6.66M | Buy |
11,391
+145
| +1% | +$84.8K | 2.73% | 11 |
|
|
2024
Q2 | $5.73M | Sell |
11,246
-21
| -0.2% | -$10.7K | 2.36% | 13 |
|
|
2024
Q1 | $5.57M | Buy |
11,267
+168
| +2% | +$83.1K | 2.3% | 15 |
|
|
2023
Q4 | $5.84M | Sell |
11,099
-21
| -0.2% | -$11.1K | 2.61% | 12 |
|
|
2023
Q3 | $5.61M | Sell |
11,120
-275
| -2% | -$139K | 2.84% | 12 |
|
|
2023
Q2 | $5.48M | Sell |
11,395
-875
| -7% | -$421K | 2.49% | 14 |
|
|
2023
Q1 | $5.8M | Buy |
12,270
+29
| +0.2% | +$13.7K | 2.7% | 14 |
|
|
2022
Q4 | $6.49M | Sell |
12,241
-418
| -3% | -$222K | 3.23% | 12 |
|
|
2022
Q3 | $7.03M | Sell |
12,659
-398
| -3% | -$221K | 3.24% | 12 |
|
|
2022
Q2 | $6.71M | Sell |
13,057
-1,255
| -9% | -$645K | 3.61% | 10 |
|
|
2022
Q1 | $7.3M | Sell |
14,312
-254
| -2% | -$130K | 2.26% | 15 |
|
|
2021
Q4 | $7.31M | Buy |
14,566
+20
| +0.1% | +$10K | 2.19% | 14 |
|
|
2021
Q3 | $5.68M | Sell |
14,546
-152
| -1% | -$59.4K | 1.87% | 20 |
|
|
2021
Q2 | $7.3M | Sell |
14,698
-380
| -3% | -$189K | 1.88% | 18 |
|
|
2021
Q1 | $5.61M | Buy |
15,078
+306
| +2% | +$114K | 1.97% | 18 |
|
|
2020
Q4 | $5.18M | Buy |
14,772
+732
| +5% | +$257K | 2.09% | 17 |
|
|
2020
Q3 | $4.38M | Buy |
14,040
+172
| +1% | +$53.6K | 2.02% | 19 |
|
|
2020
Q2 | $4.09M | Buy |
13,868
+545
| +4% | +$161K | 2.1% | 18 |
|
|
2020
Q1 | $3.32M | Sell |
13,323
-531
| -4% | -$132K | 2.06% | 22 |
|
|
2019
Q4 | $4.07M | Sell |
13,854
-192
| -1% | -$56.4K | 1.58% | 24 |
|
|
2019
Q3 | $3.05M | Sell |
14,046
-200
| -1% | -$43.5K | 1.34% | 28 |
|
|
2019
Q2 | $3.48M | Sell |
14,246
-170
| -1% | -$41.5K | 1.44% | 28 |
|
|
2019
Q1 | $3.57M | Buy |
14,416
+205
| +1% | +$50.7K | 1.42% | 32 |
|
|
2018
Q4 | $3.54M | Buy |
14,211
+62
| +0.4% | +$15.4K | 1.57% | 27 |
|
|
2018
Q3 | $3.76M | Buy |
14,149
+3,514
| +33% | +$935K | 1.3% | 32 |
|
|
2018
Q2 | $2.61M | Hold |
10,635
| – | – | 0.88% | 43 |
|
|
2018
Q1 | $2.28M | Buy |
10,635
+10,440
| +5,354% | +$2.23M | 0.75% | 43 |
|
|
2017
Q4 | $43K | Buy |
+195
| New | +$43K | 0.01% | 57 |
|