JIC
Joel Isaacson & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
5,804
-737
| -11% | -$230K | 0.07% | 117 |
|
|
2025
Q1 | $3.43M | Buy |
6,541
+73
| +1% | +$38.2K | 0.16% | 62 |
|
|
2024
Q4 | $3.27M | Buy |
6,468
+662
| +11% | +$335K | 0.15% | 65 |
|
|
2024
Q3 | $3.39M | Sell |
5,806
-163
| -3% | -$95.3K | 0.16% | 62 |
|
|
2024
Q2 | $3.04M | Sell |
5,969
-54
| -0.9% | -$27.5K | 0.16% | 62 |
|
|
2024
Q1 | $2.98M | Buy |
6,023
+355
| +6% | +$176K | 0.16% | 64 |
|
|
2023
Q4 | $2.98M | Buy |
5,668
+287
| +5% | +$151K | 0.18% | 53 |
|
|
2023
Q3 | $2.71M | Buy |
5,381
+473
| +10% | +$238K | 0.19% | 52 |
|
|
2023
Q2 | $2.36M | Buy |
4,908
+8
| +0.2% | +$3.85K | 0.16% | 62 |
|
|
2023
Q1 | $2.32M | Sell |
4,900
-138
| -3% | -$65.2K | 0.17% | 63 |
|
|
2022
Q4 | $2.67M | Buy |
5,038
+183
| +4% | +$97K | 0.21% | 55 |
|
|
2022
Q3 | $2.45M | Buy |
4,855
+209
| +4% | +$106K | 0.21% | 52 |
|
|
2022
Q2 | $2.39M | Buy |
4,646
+54
| +1% | +$27.7K | 0.2% | 53 |
|
|
2022
Q1 | $2.45M | Buy |
4,592
+15
| +0.3% | +$8.01K | 0.18% | 57 |
|
|
2021
Q4 | $2.3M | Buy |
4,577
+12
| +0.3% | +$6.03K | 0.16% | 63 |
|
|
2021
Q3 | $1.78M | Buy |
4,565
+18
| +0.4% | +$7.03K | 0.13% | 75 |
|
|
2021
Q2 | $1.82M | Buy |
4,547
+172
| +4% | +$68.9K | 0.14% | 68 |
|
|
2021
Q1 | $1.63M | Buy |
4,375
+104
| +2% | +$38.7K | 0.14% | 69 |
|
|
2020
Q4 | $1.5M | Buy |
4,271
+4
| +0.1% | +$1.4K | 0.15% | 69 |
|
|
2020
Q3 | $1.33M | Sell |
4,267
-159
| -4% | -$49.6K | 0.17% | 68 |
|
|
2020
Q2 | $1.31M | Buy |
4,426
+144
| +3% | +$42.5K | 0.19% | 61 |
|
|
2020
Q1 | $1.07M | Sell |
4,282
-514
| -11% | -$128K | 0.19% | 61 |
|
|
2019
Q4 | $1.41M | Buy |
4,796
+21
| +0.4% | +$6.17K | 0.19% | 56 |
|
|
2019
Q3 | $1.04M | Sell |
4,775
-308
| -6% | -$67K | 0.15% | 70 |
|
|
2019
Q2 | $1.24M | Buy |
5,083
+674
| +15% | +$164K | 0.18% | 60 |
|
|
2019
Q1 | $1.09M | Buy |
4,409
+4
| +0.1% | +$989 | 0.16% | 76 |
|
|
2018
Q4 | $1.09M | Buy |
4,405
+485
| +12% | +$120K | 0.17% | 72 |
|
|
2018
Q3 | $1.04M | Buy |
3,920
+3
| +0.1% | +$798 | 0.16% | 60 |
|
|
2018
Q2 | $961K | Buy |
3,917
+553
| +16% | +$136K | 0.16% | 66 |
|
|
2018
Q1 | $720K | Buy |
3,364
+2
| +0.1% | +$428 | 0.13% | 87 |
|
|
2017
Q4 | $741K | Buy |
3,362
+2
| +0.1% | +$441 | 0.13% | 85 |
|
|
2017
Q3 | $658K | Buy |
3,360
+2
| +0.1% | +$392 | 0.12% | 86 |
|
|
2017
Q2 | $623K | Hold |
3,358
| – | – | 0.12% | 86 |
|
|
2017
Q1 | $551K | Hold |
3,358
| – | – | 0.11% | 85 |
|
|
2016
Q4 | $537K | Hold |
3,358
| – | – | 0.11% | 79 |
|
|
2016
Q3 | $470K | Buy |
3,358
+136
| +4% | +$19K | 0.1% | 92 |
|
|
2016
Q2 | $455K | Buy |
3,222
+300
| +10% | +$42.4K | 0.1% | 95 |
|
|
2016
Q1 | $377K | Buy |
2,922
+328
| +13% | +$42.3K | 0.08% | 116 |
|
|
2015
Q4 | $305K | Hold |
2,594
| – | – | 0.07% | 125 |
|
|
2015
Q3 | $301K | Sell |
2,594
-77
| -3% | -$8.94K | 0.08% | 112 |
|
|
2015
Q2 | $326K | Sell |
2,671
-431
| -14% | -$52.6K | 0.08% | 118 |
|
|
2015
Q1 | $367K | Buy |
3,102
+214
| +7% | +$25.3K | 0.09% | 108 |
|
|
2014
Q4 | $292K | Buy |
2,888
+2,380
| +469% | +$241K | 0.08% | 116 |
|
|
2014
Q3 | $44K | Hold |
508
| – | – | 0.01% | 325 |
|
|
2014
Q2 | $42K | Hold |
508
| – | – | 0.01% | 325 |
|
|
2014
Q1 | $42K | Hold |
508
| – | – | 0.01% | 322 |
|
|
2013
Q4 | $38K | Hold |
508
| – | – | 0.01% | 304 |
|
|
2013
Q3 | $36K | Hold |
508
| – | – | 0.01% | 300 |
|
|
2013
Q2 | $33K | Buy |
+508
| New | +$33K | 0.02% | 271 |
|