JWS
Juncture Wealth Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
848
-2
| -0.2% | -$624 | 0.09% | 107 |
|
|
2025
Q1 | $445K | Sell |
850
-7
| -0.8% | -$3.67K | 0.17% | 78 |
|
|
2024
Q4 | $434K | Buy |
857
+4
| +0.5% | +$2.02K | 0.16% | 81 |
|
|
2024
Q3 | $499K | Hold |
853
| – | – | 0.19% | 71 |
|
|
2024
Q2 | $434K | Sell |
853
-33
| -4% | -$16.8K | 0.18% | 71 |
|
|
2024
Q1 | $438K | Hold |
886
| – | – | 0.19% | 67 |
|
|
2023
Q4 | $466K | Hold |
886
| – | – | 0.21% | 75 |
|
|
2023
Q3 | $447K | Hold |
886
| – | – | 0.22% | 86 |
|
|
2023
Q2 | $426K | Sell |
886
-37
| -4% | -$17.8K | 0.2% | 90 |
|
|
2023
Q1 | $436K | Buy |
923
+500
| +118% | +$236K | 0.22% | 82 |
|
|
2022
Q4 | $224K | Buy |
+423
| New | +$224K | 0.11% | 106 |
|