JLB & Associates’s UnitedHealth UNH Stock Holding History

JLB & Associates’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.6M	Sell	37,124 -127	-0.3%	-$39.6K	1.62%	26
2025 Q1	$19.5M	Buy	37,251 +243	+0.7%	+$127K	2.72%	14
2024 Q4	$18.7M	Sell	37,008 -278	-0.7%	-$141K	2.54%	14
2024 Q3	$21.8M	Sell	37,286 -653	-2%	-$382K	2.81%	12
2024 Q2	$19.3M	Buy	37,939 +155	+0.4%	+$78.9K	2.61%	11
2024 Q1	$18.7M	Buy	37,784 +459	+1%	+$227K	2.49%	14
2023 Q4	$19.7M	Sell	37,325 -179	-0.5%	-$94.2K	2.82%	13
2023 Q3	$18.9M	Sell	37,504 -1,920	-5%	-$968K	2.96%	10
2023 Q2	$18.9M	Sell	39,424 -532	-1%	-$256K	2.7%	13
2023 Q1	$18.9M	Buy	39,956 +518	+1%	+$245K	2.84%	11
2022 Q4	$20.9M	Sell	39,438 -291	-0.7%	-$154K	3.33%	5
2022 Q3	$20.1M	Sell	39,729 -175	-0.4%	-$88.4K	3.56%	4
2022 Q2	$20.5M	Sell	39,904 -1,167	-3%	-$599K	3.49%	6
2022 Q1	$20.9M	Buy	41,071 +697	+2%	+$355K	3.13%	7
2021 Q4	$20.3M	Buy	40,374 +1,045	+3%	+$525K	2.88%	10
2021 Q3	$15.4M	Buy	39,329 +1,044	+3%	+$408K	2.44%	13
2021 Q2	$15.3M	Buy	38,285 +466	+1%	+$187K	2.39%	15
2021 Q1	$14.1M	Sell	37,819 -111	-0.3%	-$41.3K	2.31%	18
2020 Q4	$13.3M	Sell	37,930 -130	-0.3%	-$45.6K	2.21%	19
2020 Q3	$11.9M	Buy	38,060 +15,445	+68%	+$4.81M	2.18%	18
2020 Q2	$6.67M	Buy	22,615 +997	+5%	+$294K	1.33%	33
2020 Q1	$5.39M	Buy	21,618 +627	+3%	+$156K	1.28%	33
2019 Q4	$6.17M	Sell	20,991 -120	-0.6%	-$35.3K	1.13%	35
2019 Q3	$4.59M	Buy	21,111 +2,050	+11%	+$445K	0.91%	39
2019 Q2	$4.65M	Buy	19,061 +3,182	+20%	+$776K	0.94%	37
2019 Q1	$3.93M	Buy	15,879 +4,968	+46%	+$1.23M	0.83%	39
2018 Q4	$2.72M	Buy	10,911 +4,163	+62%	+$1.04M	0.66%	43
2018 Q3	$1.8M	Sell	6,748 -587	-8%	-$156K	0.38%	51
2018 Q2	$1.8M	Buy	+7,335	New	+$1.8M	0.38%	52
2014 Q1	–	Sell	-9,750	Closed	-$734K	–	76
2013 Q4	$734K	Hold	9,750	–	–	0.28%	61
2013 Q3	$698K	Hold	9,750	–	–	0.29%	61
2013 Q2	$638K	Buy	+9,750	New	+$638K	0.29%	61