JWM
JPL Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
43,899
-124
| -0.3% | -$38.7K | 3.7% | 2 |
|
|
2025
Q1 | $23.1M | Buy |
44,023
+706
| +2% | +$370K | 6.58% | 1 |
|
|
2024
Q4 | $21.9M | Buy |
+43,317
| New | +$21.9M | 6.28% | 1 |
|
|
2024
Q2 | $2.79M | Buy |
5,481
+642
| +13% | +$327K | 1.37% | 29 |
|
|
2024
Q1 | $2.39M | Buy |
4,839
+1,879
| +63% | +$930K | 1.32% | 29 |
|
|
2023
Q4 | $1.56M | Buy |
+2,960
| New | +$1.56M | 1.12% | 37 |
|