Jones Financial Companies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Buy |
99,474
+11,513
| +13% | +$3.56M | 0.02% | 198 |
|
|
2025
Q1 | $45.6M | Buy |
87,961
+20,375
| +30% | +$10.6M | 0.04% | 119 |
|
|
2024
Q4 | $34.2M | Buy |
67,586
+20,012
| +42% | +$10.1M | 0.03% | 119 |
|
|
2024
Q3 | $27.7M | Buy |
47,574
+12,449
| +35% | +$7.26M | 0.03% | 109 |
|
|
2024
Q2 | $17.9M | Buy |
35,125
+11,646
| +50% | +$5.93M | 0.02% | 107 |
|
|
2024
Q1 | $11.6M | Buy |
23,479
+2,990
| +15% | +$1.48M | 0.02% | 108 |
|
|
2023
Q4 | $10.8M | Buy |
20,489
+737
| +4% | +$388K | 0.02% | 98 |
|
|
2023
Q3 | $9.96M | Buy |
19,752
+736
| +4% | +$371K | 0.02% | 92 |
|
|
2023
Q2 | $9.14M | Buy |
19,016
+679
| +4% | +$326K | 0.01% | 102 |
|
|
2023
Q1 | $8.67M | Buy |
18,337
+1,140
| +7% | +$539K | 0.01% | 100 |
|
|
2022
Q4 | $9.12M | Buy |
17,197
+2,070
| +14% | +$1.1M | 0.02% | 95 |
|
|
2022
Q3 | $7.64M | Buy |
15,127
+1,618
| +12% | +$817K | 0.01% | 96 |
|
|
2022
Q2 | $6.94M | Buy |
13,509
+3,610
| +36% | +$1.85M | 0.01% | 100 |
|
|
2022
Q1 | $5.05M | Buy |
9,899
+9,325
| +1,625% | +$4.76M | 0.01% | 119 |
|
|
2021
Q4 | $288K | Buy |
574
+117
| +26% | +$58.7K | ﹤0.01% | 223 |
|
|
2021
Q3 | $179K | Hold |
457
| – | – | ﹤0.01% | 235 |
|
|
2021
Q2 | $183K | Sell |
457
-254
| -36% | -$102K | ﹤0.01% | 231 |
|
|
2021
Q1 | $265K | Buy |
711
+513
| +259% | +$191K | ﹤0.01% | 204 |
|
|
2020
Q4 | $69K | Buy |
+198
| New | +$69K | ﹤0.01% | 274 |
|
|
2013
Q4 | – | Sell |
-213
| Closed | -$15K | – | 530 |
|
|
2013
Q3 | $15K | Sell |
213
-150
| -41% | -$10.6K | ﹤0.01% | 466 |
|
|
2013
Q2 | $24K | Buy |
+363
| New | +$24K | ﹤0.01% | 433 |
|