JGP 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 | $223K | Sell |
716
-304
| -30% | -$94.8K | 0.03% | 189 |
|
|
2025
Q1 | $534K | Buy |
1,020
+109
| +12% | +$57.1K | 0.07% | 119 |
|
|
2024
Q4 | $461K | Buy |
911
+71
| +8% | +$35.9K | 0.06% | 134 |
|
|
2024
Q3 | $491K | Buy |
840
+91
| +12% | +$53.2K | 0.06% | 129 |
|
|
2024
Q2 | $381K | Buy |
749
+89
| +13% | +$45.3K | 0.05% | 134 |
|
|
2024
Q1 | $327K | Buy |
660
+56
| +9% | +$27.7K | 0.05% | 139 |
|
|
2023
Q4 | $318K | Buy |
604
+50
| +9% | +$26.3K | 0.05% | 140 |
|
|
2023
Q3 | $279K | Buy |
554
+3
| +0.5% | +$1.51K | 0.05% | 133 |
|
|
2023
Q2 | $265K | Sell |
551
-23
| -4% | -$11.1K | 0.04% | 135 |
|
|
2023
Q1 | $271K | Buy |
574
+33
| +6% | +$15.6K | 0.05% | 131 |
|
|
2022
Q4 | $287K | Sell |
541
-23
| -4% | -$12.2K | 0.05% | 131 |
|
|
2022
Q3 | $285K | Buy |
+564
| New | +$285K | 0.06% | 126 |
|