JSF Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,762
| Closed | -$1.45M | – | 136 |
|
|
2025
Q1 | $1.45M | Sell |
2,762
-1,086
| -28% | -$569K | 0.38% | 37 |
|
|
2024
Q4 | $1.95M | Buy |
3,848
+290
| +8% | +$147K | 0.52% | 32 |
|
|
2024
Q3 | $2.08M | Buy |
3,558
+1,356
| +62% | +$793K | 0.61% | 27 |
|
|
2024
Q2 | $1.12M | Buy |
2,202
+31
| +1% | +$15.8K | 0.34% | 39 |
|
|
2024
Q1 | $1.07M | Buy |
2,171
+400
| +23% | +$198K | 0.34% | 37 |
|
|
2023
Q4 | $932K | Buy |
1,771
+5
| +0.3% | +$2.63K | 0.32% | 39 |
|
|
2023
Q3 | $890K | Sell |
1,766
-147
| -8% | -$74.1K | 0.34% | 38 |
|
|
2023
Q2 | $919K | Sell |
1,913
-84
| -4% | -$40.4K | 0.33% | 43 |
|
|
2023
Q1 | $944K | Buy |
1,997
+165
| +9% | +$78K | 0.35% | 41 |
|
|
2022
Q4 | $971K | Buy |
1,832
+10
| +0.5% | +$5.3K | 0.36% | 42 |
|
|
2022
Q3 | $920K | Buy |
1,822
+10
| +0.6% | +$5.05K | 0.35% | 38 |
|
|
2022
Q2 | $931K | Sell |
1,812
-989
| -35% | -$508K | 0.42% | 38 |
|
|
2022
Q1 | $1.43M | Buy |
2,801
+960
| +52% | +$489K | 0.61% | 31 |
|
|
2021
Q4 | $924K | Sell |
1,841
-70
| -4% | -$35.1K | 0.45% | 29 |
|
|
2021
Q3 | $747K | Buy |
1,911
+175
| +10% | +$68.4K | 0.37% | 33 |
|
|
2021
Q2 | $695K | Buy |
1,736
+141
| +9% | +$56.4K | 0.41% | 32 |
|
|
2021
Q1 | $593K | Buy |
1,595
+29
| +2% | +$10.8K | 0.37% | 31 |
|
|
2020
Q4 | $549K | Sell |
1,566
-128
| -8% | -$44.9K | 0.38% | 32 |
|
|
2020
Q3 | $528K | Sell |
1,694
-176
| -9% | -$54.9K | 0.41% | 29 |
|
|
2020
Q2 | $552K | Hold |
1,870
| – | – | 0.48% | 27 |
|
|
2020
Q1 | $466K | Buy |
1,870
+232
| +14% | +$57.8K | 0.47% | 32 |
|
|
2019
Q4 | $482K | Sell |
1,638
-100
| -6% | -$29.4K | 0.48% | 36 |
|
|
2019
Q3 | $378K | Hold |
1,738
| – | – | 0.41% | 41 |
|
|
2019
Q2 | $424K | Buy |
1,738
+658
| +61% | +$161K | 0.46% | 39 |
|
|
2019
Q1 | $267K | Hold |
1,080
| – | – | 0.3% | 46 |
|
|
2018
Q4 | $269K | Buy |
+1,080
| New | +$269K | 0.28% | 45 |
|