Jones Financial Companies’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 | $30.8M | Buy |
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|
2025
Q1 | $45.6M | Buy |
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|
2024
Q4 | $34.2M | Buy |
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|
2024
Q3 | $27.7M | Buy |
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|
2024
Q2 | $17.9M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.96M | Buy |
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|
2023
Q2 | $9.14M | Buy |
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|
2023
Q1 | $8.67M | Buy |
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|
2022
Q4 | $9.12M | Buy |
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|
2022
Q3 | $7.64M | Buy |
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|
2022
Q2 | $6.94M | Buy |
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|
2022
Q1 | $5.05M | Buy |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $179K | Hold |
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|
2021
Q2 | $183K | Sell |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $69K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $15K | Sell |
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|
2013
Q2 | $24K | Buy |
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