JFA
JNBA Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
4,525
-94
| -2% | -$29.3K | 0.14% | 76 |
|
|
2025
Q1 | $2.42M | Sell |
4,619
-13
| -0.3% | -$6.81K | 0.25% | 51 |
|
|
2024
Q4 | $2.34M | Sell |
4,632
-54
| -1% | -$27.3K | 0.24% | 53 |
|
|
2024
Q3 | $2.74M | Buy |
4,686
+20
| +0.4% | +$11.7K | 0.28% | 50 |
|
|
2024
Q2 | $2.38M | Hold |
4,666
| – | – | 0.25% | 56 |
|
|
2024
Q1 | $2.31M | Sell |
4,666
-265
| -5% | -$131K | 0.24% | 57 |
|
|
2023
Q4 | $2.6M | Sell |
4,931
-141
| -3% | -$74.2K | 0.3% | 56 |
|
|
2023
Q3 | $2.56M | Sell |
5,072
-6
| -0.1% | -$3.03K | 0.32% | 55 |
|
|
2023
Q2 | $2.44M | Buy |
5,078
+115
| +2% | +$55.3K | 0.29% | 60 |
|
|
2023
Q1 | $2.35M | Sell |
4,963
-17
| -0.3% | -$8.03K | 0.31% | 59 |
|
|
2022
Q4 | $2.64M | Sell |
4,980
-119
| -2% | -$63.1K | 0.37% | 52 |
|
|
2022
Q3 | $2.58M | Sell |
5,099
-104
| -2% | -$52.5K | 0.4% | 51 |
|
|
2022
Q2 | $2.67M | Buy |
5,203
+342
| +7% | +$176K | 0.41% | 49 |
|
|
2022
Q1 | $2.48M | Sell |
4,861
-215
| -4% | -$110K | 0.33% | 55 |
|
|
2021
Q4 | $2.55M | Sell |
5,076
-43
| -0.8% | -$21.6K | 0.31% | 57 |
|
|
2021
Q3 | $2M | Buy |
5,119
+282
| +6% | +$110K | 0.27% | 63 |
|
|
2021
Q2 | $1.94M | Buy |
4,837
+5
| +0.1% | +$2K | 0.26% | 63 |
|
|
2021
Q1 | $1.8M | Buy |
4,832
+459
| +10% | +$171K | 0.26% | 62 |
|
|
2020
Q4 | $1.53M | Sell |
4,373
-146
| -3% | -$51.2K | 0.25% | 64 |
|
|
2020
Q3 | $1.41M | Buy |
4,519
+6
| +0.1% | +$1.87K | 0.28% | 61 |
|
|
2020
Q2 | $1.33M | Sell |
4,513
-10
| -0.2% | -$2.95K | 0.29% | 59 |
|
|
2020
Q1 | $1.13M | Hold |
4,523
| – | – | 0.27% | 56 |
|
|
2019
Q4 | $1.33M | Buy |
4,523
+89
| +2% | +$26.2K | 0.25% | 58 |
|
|
2019
Q3 | $964K | Sell |
4,434
-402
| -8% | -$87.4K | 0.2% | 74 |
|
|
2019
Q2 | $1.18M | Hold |
4,836
| – | – | 0.24% | 57 |
|
|
2019
Q1 | $1.2M | Sell |
4,836
-125
| -3% | -$30.9K | 0.26% | 51 |
|
|
2018
Q4 | $1.24M | Buy |
4,961
+4,511
| +1,002% | +$1.12M | 0.28% | 45 |
|
|
2018
Q3 | $120K | Sell |
450
-1,364
| -75% | -$364K | 0.05% | 165 |
|
|
2018
Q2 | $445K | Hold |
1,814
| – | – | 0.09% | 92 |
|
|
2018
Q1 | $388K | Sell |
1,814
-90
| -5% | -$19.3K | 0.08% | 94 |
|
|
2017
Q4 | $420K | Sell |
1,904
-139
| -7% | -$30.7K | 0.09% | 91 |
|
|
2017
Q3 | $400K | Buy |
2,043
+101
| +5% | +$19.8K | 0.09% | 85 |
|
|
2017
Q2 | $360K | Sell |
1,942
-21
| -1% | -$3.89K | 0.08% | 87 |
|
|
2017
Q1 | $322K | Sell |
1,963
-53
| -3% | -$8.69K | 0.08% | 92 |
|
|
2016
Q4 | $323K | Sell |
2,016
-1,447
| -42% | -$232K | 0.08% | 90 |
|
|
2016
Q3 | $485K | Buy |
3,463
+1,179
| +52% | +$165K | 0.07% | 99 |
|
|
2016
Q2 | $322K | Sell |
2,284
-34
| -1% | -$4.79K | 0.09% | 83 |
|
|
2016
Q1 | $299K | Buy |
2,318
+12
| +0.5% | +$1.55K | 0.11% | 80 |
|
|
2015
Q4 | $271K | Sell |
2,306
-22
| -0.9% | -$2.59K | 0.1% | 88 |
|
|
2015
Q3 | $270K | Sell |
2,328
-20
| -0.9% | -$2.32K | 0.12% | 77 |
|
|
2015
Q2 | $286K | Hold |
2,348
| – | – | 0.11% | 79 |
|
|
2015
Q1 | $278K | Sell |
2,348
-144
| -6% | -$17K | 0.11% | 82 |
|
|
2014
Q4 | $252K | Sell |
2,492
-205
| -8% | -$20.7K | 0.1% | 86 |
|
|
2014
Q3 | $233K | Buy |
2,697
+414
| +18% | +$35.8K | 0.11% | 87 |
|
|
2014
Q2 | $187K | Buy |
2,283
+403
| +21% | +$33K | 0.09% | 95 |
|
|
2014
Q1 | $154K | Buy |
1,880
+247
| +15% | +$20.2K | 0.08% | 98 |
|
|
2013
Q4 | $123K | Buy |
1,633
+140
| +9% | +$10.5K | 0.07% | 104 |
|
|
2013
Q3 | $107K | Sell |
1,493
-150
| -9% | -$10.8K | 0.07% | 109 |
|
|
2013
Q2 | $108K | Buy |
+1,643
| New | +$108K | 0.07% | 104 |
|