JAM
JW Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-20,000
| Closed | -$3.28M | – | 39 |
|
|
2017
Q1 | $3.28M | Hold |
20,000
| – | – | 0.68% | 16 |
|
|
2016
Q4 | $3.2M | Buy |
20,000
+5,000
| +33% | +$800K | 2.13% | 13 |
|
|
2016
Q3 | $2.1M | Hold |
15,000
| – | – | 1.45% | 14 |
|
|
2016
Q2 | $2.12M | Buy |
+15,000
| New | +$2.12M | 1.68% | 15 |
|