Jefferies 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 | $6.27M | Buy |
20,108
+4,989
| +33% | +$1.56M | 0.05% | 167 |
|
|
2025
Q1 | $7.92M | Sell |
15,119
-122,090
| -89% | -$63.9M | 0.07% | 137 |
|
|
2024
Q4 | $69.4M | Buy |
137,209
+105,539
| +333% | +$53.4M | 0.42% | 19 |
|
|
2024
Q3 | $18.5M | Sell |
31,670
-20,072
| -39% | -$11.7M | 0.13% | 54 |
|
|
2024
Q2 | $26.4M | Sell |
51,742
-1,018
| -2% | -$518K | 0.28% | 29 |
|
|
2024
Q1 | $26.1M | Buy |
52,760
+613
| +1% | +$303K | 0.24% | 34 |
|
|
2023
Q4 | $27.5M | Buy |
52,147
+23,701
| +83% | +$12.5M | 0.18% | 27 |
|
|
2023
Q3 | $14.3M | Buy |
28,446
+5,871
| +26% | +$2.96M | 0.13% | 47 |
|
|
2023
Q2 | $10.9M | Buy |
22,575
+8,827
| +64% | +$4.24M | 0.1% | 91 |
|
|
2023
Q1 | $6.5M | Sell |
13,748
-15,229
| -53% | -$7.2M | 0.05% | 147 |
|
|
2022
Q4 | $15.4M | Buy |
+28,977
| New | +$15.4M | 0.11% | 55 |
|
|
2019
Q1 | – | Sell |
-13,671
| Closed | -$3.41M | – | 50 |
|
|
2018
Q4 | $3.41M | Sell |
13,671
-659
| -5% | -$164K | 0.4% | 21 |
|
|
2018
Q3 | $3.81M | Sell |
14,330
-368
| -3% | -$97.9K | 0.31% | 38 |
|
|
2018
Q2 | $3.61M | Buy |
+14,698
| New | +$3.61M | 0.28% | 43 |
|
|
2018
Q1 | – | Sell |
-2,170
| Closed | -$478K | – | 122 |
|
|
2017
Q4 | $478K | Buy |
+2,170
| New | +$478K | 0.04% | 70 |
|
|
2017
Q2 | – | Sell |
-2,995
| Closed | -$491K | – | 70 |
|
|
2017
Q1 | $491K | Buy |
+2,995
| New | +$491K | 0.04% | 51 |
|