JFGIW
Johnson Financial Group Inc (Wisconsin)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.4M | Sell |
17,299
-1,438
| -8% | -$449K | 0.24% | 54 |
|
|
2025
Q1 | $9.81M | Buy |
18,737
+37
| +0.2% | +$19.4K | 0.48% | 34 |
|
|
2024
Q4 | $10.1M | Sell |
18,700
-761
| -4% | -$413K | 0.48% | 34 |
|
|
2024
Q3 | $11.4M | Sell |
19,461
-735
| -4% | -$430K | 0.52% | 31 |
|
|
2024
Q2 | $10.3M | Buy |
20,196
+11,373
| +129% | +$5.79M | 0.5% | 31 |
|
|
2024
Q1 | $4.36M | Sell |
8,823
-94
| -1% | -$46.5K | 0.23% | 47 |
|
|
2023
Q4 | $4.69M | Sell |
8,917
-952
| -10% | -$501K | 0.26% | 42 |
|
|
2023
Q3 | $4.98M | Sell |
9,869
-206
| -2% | -$104K | 0.35% | 30 |
|
|
2023
Q2 | $4.84M | Buy |
10,075
+2,266
| +29% | +$1.09M | 0.33% | 38 |
|
|
2023
Q1 | $3.69M | Buy |
7,809
+1,721
| +28% | +$813K | 0.26% | 45 |
|
|
2022
Q4 | $3.23M | Sell |
6,088
-36
| -0.6% | -$19.1K | 0.26% | 46 |
|
|
2022
Q3 | $3.33M | Sell |
6,124
-695
| -10% | -$378K | 0.31% | 43 |
|
|
2022
Q2 | $3.5M | Sell |
6,819
-958
| -12% | -$492K | 0.25% | 49 |
|
|
2022
Q1 | $3.97M | Sell |
7,777
-265
| -3% | -$135K | 0.28% | 41 |
|
|
2021
Q4 | $4.04M | Sell |
8,042
-613
| -7% | -$308K | 0.26% | 39 |
|
|
2021
Q3 | $3.38M | Sell |
8,655
-74
| -0.8% | -$28.9K | 0.23% | 46 |
|
|
2021
Q2 | $3.5M | Sell |
8,729
-18
| -0.2% | -$7.21K | 0.23% | 47 |
|
|
2021
Q1 | $3.25M | Sell |
8,747
-395
| -4% | -$147K | 0.22% | 50 |
|
|
2020
Q4 | $3.21M | Buy |
9,142
+1,145
| +14% | +$401K | 0.27% | 45 |
|
|
2020
Q3 | $2.49M | Buy |
7,997
+1,570
| +24% | +$489K | 0.25% | 52 |
|
|
2020
Q2 | $1.9M | Buy |
6,427
+192
| +3% | +$56.6K | 0.2% | 57 |
|
|
2020
Q1 | $1.56M | Buy |
6,235
+170
| +3% | +$42.4K | 0.19% | 66 |
|
|
2019
Q4 | $1.78M | Sell |
6,065
-13,613
| -69% | -$4M | 0.16% | 72 |
|
|
2019
Q3 | $4.28M | Buy |
19,678
+1,360
| +7% | +$296K | 0.39% | 46 |
|
|
2019
Q2 | $4.47M | Buy |
18,318
+1,057
| +6% | +$258K | 0.4% | 44 |
|
|
2019
Q1 | $4.27M | Buy |
17,261
+24
| +0.1% | +$5.93K | 0.38% | 44 |
|
|
2018
Q4 | $4.29M | Sell |
17,237
-1,509
| -8% | -$376K | 0.44% | 45 |
|
|
2018
Q3 | $4.99M | Sell |
18,746
-123
| -0.7% | -$32.7K | 0.51% | 33 |
|
|
2018
Q2 | $4.63M | Sell |
18,869
-1,136
| -6% | -$279K | 0.51% | 33 |
|
|
2018
Q1 | $4.28M | Buy |
20,005
+10
| +0.1% | +$2.14K | 0.51% | 35 |
|
|
2017
Q4 | $4.41M | Buy |
19,995
+553
| +3% | +$122K | 0.54% | 36 |
|
|
2017
Q3 | $3.81M | Buy |
19,442
+561
| +3% | +$110K | 0.5% | 37 |
|
|
2017
Q2 | $3.5M | Sell |
18,881
-11,628
| -38% | -$2.16M | 0.5% | 39 |
|
|
2017
Q1 | $5.01M | Sell |
30,509
-344
| -1% | -$56.4K | 0.63% | 37 |
|
|
2016
Q4 | $4.94M | Buy |
30,853
+726
| +2% | +$116K | 0.68% | 31 |
|
|
2016
Q3 | $4.22M | Buy |
30,127
+40
| +0.1% | +$5.6K | 0.56% | 38 |
|
|
2016
Q2 | $4.25M | Buy |
30,087
+6,715
| +29% | +$948K | 0.59% | 38 |
|
|
2016
Q1 | $3.01M | Buy |
23,372
+3,545
| +18% | +$457K | 0.6% | 39 |
|
|
2015
Q4 | $2.33M | Buy |
19,827
+697
| +4% | +$82K | 0.48% | 47 |
|
|
2015
Q3 | $2.22M | Buy |
19,130
+5,961
| +45% | +$691K | 0.49% | 48 |
|
|
2015
Q2 | $1.61M | Buy |
13,169
+410
| +3% | +$50K | 0.33% | 71 |
|
|
2015
Q1 | $1.51M | Buy |
12,759
+7,489
| +142% | +$886K | 0.32% | 72 |
|
|
2014
Q4 | $533K | Buy |
5,270
+618
| +13% | +$62.5K | 0.12% | 149 |
|
|
2014
Q3 | $401K | Sell |
4,652
-1,570
| -25% | -$135K | 0.1% | 164 |
|
|
2014
Q2 | $509K | Buy |
6,222
+25
| +0.4% | +$2.05K | 0.13% | 151 |
|
|
2014
Q1 | $508K | Buy |
6,197
+475
| +8% | +$38.9K | 0.15% | 131 |
|
|
2013
Q4 | $431K | Buy |
5,722
+515
| +10% | +$38.8K | 0.12% | 143 |
|
|
2013
Q3 | $373K | Buy |
5,207
+660
| +15% | +$47.3K | 0.11% | 157 |
|
|
2013
Q2 | $298K | Buy |
+4,547
| New | +$298K | 0.08% | 168 |
|