JVL Associates’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 |
-483
| Closed | -$253K | – | 66 |
|
|
2025
Q1 | $253K | Sell |
483
-13
| -3% | -$6.81K | 0.1% | 51 |
|
|
2024
Q4 | $251K | Buy |
496
+4
| +0.8% | +$2.02K | 0.1% | 49 |
|
|
2024
Q3 | $288K | Buy |
492
+24
| +5% | +$14K | 0.11% | 45 |
|
|
2024
Q2 | $238K | Buy |
468
+16
| +4% | +$8.15K | 0.1% | 48 |
|
|
2024
Q1 | $224K | Buy |
452
+17
| +4% | +$8.41K | 0.09% | 50 |
|
|
2023
Q4 | $229K | Buy |
+435
| New | +$229K | 0.1% | 41 |
|