JSMC
Jess S. Morgan & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.76M | Buy |
9,416
+102
| +1% | +$51.5K | 4.14% | 5 |
|
|
2022
Q2 | $4.78M | Sell |
9,314
-269
| -3% | -$138K | 4.96% | 4 |
|
|
2022
Q1 | $4.89M | Sell |
9,583
-923
| -9% | -$471K | 3.56% | 4 |
|
|
2021
Q4 | $5.28M | Sell |
10,506
-300
| -3% | -$151K | 3.24% | 5 |
|
|
2021
Q3 | $4.22M | Buy |
10,806
+550
| +5% | +$215K | 2.79% | 20 |
|
|
2021
Q2 | $4.11M | Sell |
10,256
-3
| -0% | -$1.2K | 2.7% | 22 |
|
|
2021
Q1 | $3.82M | Buy |
10,259
+755
| +8% | +$281K | 2.67% | 16 |
|
|
2020
Q4 | $3.33M | Buy |
9,504
+940
| +11% | +$330K | 2.65% | 23 |
|
|
2020
Q3 | $2.67M | Sell |
8,564
-150
| -2% | -$46.8K | 2.66% | 22 |
|
|
2020
Q2 | $2.57M | Sell |
8,714
-1,427
| -14% | -$421K | 2.79% | 19 |
|
|
2020
Q1 | $2.53M | Buy |
10,141
+79
| +0.8% | +$19.7K | 3.29% | 14 |
|
|
2019
Q4 | $2.96M | Buy |
+10,062
| New | +$2.96M | 2.9% | 15 |
|