JTC Employer Solutions Trustee’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39K | Hold |
126
| – | – | ﹤0.01% | 240 |
|
|
2025
Q1 | $66K | Hold |
126
| – | – | 0.01% | 229 |
|
|
2024
Q4 | $77K | Hold |
126
| – | – | 0.01% | 219 |
|
|
2024
Q3 | $73K | Hold |
126
| – | – | ﹤0.01% | 225 |
|
|
2024
Q2 | $61K | Hold |
126
| – | – | ﹤0.01% | 239 |
|
|
2024
Q1 | $62K | Hold |
126
| – | – | ﹤0.01% | 241 |
|
|
2023
Q4 | $62K | Sell |
126
-772
| -86% | -$380K | 0.01% | 238 |
|
|
2023
Q3 | $442K | Hold |
898
| – | – | 0.04% | 83 |
|
|
2023
Q2 | $442K | Hold |
898
| – | – | 0.04% | 83 |
|
|
2023
Q1 | $428K | Buy |
898
+126
| +16% | +$60.1K | 0.05% | 82 |
|
|
2022
Q4 | $415K | Hold |
772
| – | – | 0.04% | 86 |
|
|
2022
Q3 | $415K | Buy |
+772
| New | +$415K | 0.07% | 73 |
|