JDM Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.11K | Hold |
26
| – | – | ﹤0.01% | 193 |
|
|
2025
Q1 | $13.6K | Hold |
26
| – | – | 0.01% | 147 |
|
|
2024
Q4 | $13.2K | Sell |
26
-11
| -30% | -$5.56K | 0.01% | 155 |
|
|
2024
Q3 | $21.6K | Buy |
37
+11
| +42% | +$6.43K | 0.01% | 119 |
|
|
2024
Q2 | $13.2K | Hold |
26
| – | – | 0.01% | 132 |
|
|
2024
Q1 | $12.9K | Hold |
26
| – | – | 0.01% | 128 |
|
|
2023
Q4 | $13.7K | Hold |
26
| – | – | 0.01% | 117 |
|
|
2023
Q3 | $13.1K | Hold |
26
| – | – | 0.01% | 112 |
|
|
2023
Q2 | $12.5K | Hold |
26
| – | – | 0.01% | 120 |
|
|
2023
Q1 | $12.3K | Buy |
26
+12
| +86% | +$5.67K | 0.01% | 123 |
|
|
2022
Q4 | $7.42K | Buy |
+14
| New | +$7.42K | 0.01% | 152 |
|