JNBA Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $2.34M | Sell |
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|
2024
Q3 | $2.74M | Buy |
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|
2024
Q2 | $2.38M | Hold |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.6M | Sell |
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|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $2.64M | Sell |
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|
2022
Q3 | $2.58M | Sell |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $2.48M | Sell |
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|
2021
Q4 | $2.55M | Sell |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.53M | Sell |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $1.13M | Hold |
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|
2019
Q4 | $1.33M | Buy |
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|
2019
Q3 | $964K | Sell |
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|
2019
Q2 | $1.18M | Hold |
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|
2019
Q1 | $1.2M | Sell |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $120K | Sell |
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|
2018
Q2 | $445K | Hold |
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|
2018
Q1 | $388K | Sell |
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|
2017
Q4 | $420K | Sell |
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|
2017
Q3 | $400K | Buy |
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|
2017
Q2 | $360K | Sell |
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|
2017
Q1 | $322K | Sell |
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|
2016
Q4 | $323K | Sell |
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|
2016
Q3 | $485K | Buy |
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|
2016
Q2 | $322K | Sell |
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|
2016
Q1 | $299K | Buy |
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|
2015
Q4 | $271K | Sell |
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|
2015
Q3 | $270K | Sell |
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|
2015
Q2 | $286K | Hold |
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|
2015
Q1 | $278K | Sell |
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|
2014
Q4 | $252K | Sell |
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|
2014
Q3 | $233K | Buy |
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|
2014
Q2 | $187K | Buy |
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|
2014
Q1 | $154K | Buy |
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|
2013
Q4 | $123K | Buy |
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|
2013
Q3 | $107K | Sell |
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|
2013
Q2 | $108K | Buy |
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