JGP Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $461K | Buy |
|
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|
2024
Q3 | $491K | Buy |
|
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|
2024
Q2 | $381K | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q2 | $265K | Sell |
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $285K | Buy |
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