Jessup Wealth 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 | $2.01M | Buy |
6,449
+99
| +2% | +$30.9K | 0.81% | 28 |
|
|
2025
Q1 | $3.33M | Buy |
6,350
+5,170
| +438% | +$2.71M | 1.4% | 23 |
|
|
2024
Q4 | $597K | Sell |
1,180
-10,711
| -90% | -$5.42M | 0.25% | 40 |
|
|
2024
Q3 | $6.95M | Buy |
11,891
+5,307
| +81% | +$3.1M | 3.19% | 12 |
|
|
2024
Q2 | $3.35M | Buy |
6,584
+188
| +3% | +$95.7K | 1.43% | 24 |
|
|
2024
Q1 | $3.16M | Sell |
6,396
-223
| -3% | -$110K | 1.36% | 26 |
|
|
2023
Q4 | $3.48M | Buy |
6,619
+9
| +0.1% | +$4.74K | 1.74% | 22 |
|
|
2023
Q3 | $3.33M | Buy |
6,610
+291
| +5% | +$147K | 1.92% | 21 |
|
|
2023
Q2 | $3.04M | Sell |
6,319
-493
| -7% | -$237K | 1.63% | 21 |
|
|
2023
Q1 | $3.22M | Sell |
6,812
-10,182
| -60% | -$4.81M | 1.91% | 18 |
|
|
2022
Q4 | $9.01M | Buy |
+16,994
| New | +$9.01M | 5.72% | 4 |
|