JT Stratford LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
1,268
-2,296
| -64% | -$716K | 0.06% | 214 |
|
|
2025
Q1 | $1.87M | Buy |
3,564
+1,154
| +48% | +$604K | 0.33% | 70 |
|
|
2024
Q4 | $1.22M | Buy |
2,410
+67
| +3% | +$33.9K | 0.2% | 119 |
|
|
2024
Q3 | $1.37M | Sell |
2,343
-243
| -9% | -$142K | 0.23% | 108 |
|
|
2024
Q2 | $1.32M | Sell |
2,586
-2,726
| -51% | -$1.39M | 0.24% | 95 |
|
|
2024
Q1 | $2.63M | Buy |
5,312
+58
| +1% | +$28.7K | 0.52% | 37 |
|
|
2023
Q4 | $2.77M | Buy |
5,254
+649
| +14% | +$342K | 0.63% | 31 |
|
|
2023
Q3 | $2.32M | Buy |
4,605
+387
| +9% | +$195K | 0.6% | 34 |
|
|
2023
Q2 | $2.03M | Buy |
4,218
+612
| +17% | +$294K | 0.55% | 42 |
|
|
2023
Q1 | $1.7M | Sell |
3,606
-1,060
| -23% | -$501K | 0.49% | 56 |
|
|
2022
Q4 | $2.47M | Sell |
4,666
-2,174
| -32% | -$1.15M | 0.79% | 25 |
|
|
2022
Q3 | $3.46M | Sell |
6,840
-1,532
| -18% | -$774K | 1.23% | 17 |
|
|
2022
Q2 | $4.3M | Sell |
8,372
-122
| -1% | -$62.7K | 1.36% | 16 |
|
|
2022
Q1 | $4.33M | Sell |
8,494
-436
| -5% | -$222K | 1.27% | 18 |
|
|
2021
Q4 | $4.48M | Buy |
8,930
+83
| +0.9% | +$41.7K | 1.23% | 18 |
|
|
2021
Q3 | $3.46M | Buy |
8,847
+149
| +2% | +$58.2K | 1.06% | 19 |
|
|
2021
Q2 | $3.48M | Buy |
8,698
+96
| +1% | +$38.4K | 1.11% | 17 |
|
|
2021
Q1 | $3.2M | Buy |
8,602
+1,031
| +14% | +$384K | 1.13% | 18 |
|
|
2020
Q4 | $2.66M | Buy |
7,571
+109
| +1% | +$38.2K | 1% | 23 |
|
|
2020
Q3 | $2.33M | Sell |
7,462
-1,223
| -14% | -$381K | 1% | 25 |
|
|
2020
Q2 | $2.56M | Buy |
8,685
+1,144
| +15% | +$337K | 1.32% | 18 |
|
|
2020
Q1 | $1.88M | Sell |
7,541
-3,131
| -29% | -$781K | 1.15% | 19 |
|
|
2019
Q4 | $3.14M | Sell |
10,672
-1,284
| -11% | -$377K | 1.44% | 12 |
|
|
2019
Q3 | $2.6M | Buy |
11,956
+1,195
| +11% | +$260K | 1.46% | 16 |
|
|
2019
Q2 | $2.63M | Buy |
10,761
+4,537
| +73% | +$1.11M | 1.46% | 13 |
|
|
2019
Q1 | $1.54M | Buy |
6,224
+4,050
| +186% | +$1M | 0.88% | 41 |
|
|
2018
Q4 | $542K | Buy |
2,174
+11
| +0.5% | +$2.74K | 0.36% | 67 |
|
|
2018
Q3 | $575K | Buy |
2,163
+84
| +4% | +$22.3K | 0.33% | 69 |
|
|
2018
Q2 | $510K | Buy |
2,079
+109
| +6% | +$26.7K | 0.31% | 71 |
|
|
2018
Q1 | $422K | Buy |
1,970
+301
| +18% | +$64.5K | 0.26% | 80 |
|
|
2017
Q4 | $368K | Sell |
1,669
-460
| -22% | -$101K | 0.24% | 73 |
|
|
2017
Q3 | $417K | Sell |
2,129
-410
| -16% | -$80.3K | 0.27% | 74 |
|
|
2017
Q2 | $471K | Buy |
2,539
+162
| +7% | +$30.1K | 0.33% | 65 |
|
|
2017
Q1 | $390K | Buy |
2,377
+438
| +23% | +$71.9K | 0.29% | 74 |
|
|
2016
Q4 | $310K | Buy |
+1,939
| New | +$310K | 0.26% | 86 |
|