NJBEST
New Jersey Better Educational Savings Trust’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-366
| Closed | -$214K | – | 36 |
|
|
2024
Q3 | $214K | Buy |
+366
| New | +$214K | 0.4% | 29 |
|
|
2024
Q2 | – | Sell |
-1,063
| Closed | -$526K | – | 92 |
|
|
2024
Q1 | $526K | Hold |
1,063
| – | – | 0.99% | 23 |
|
|
2023
Q4 | $560K | Hold |
1,063
| – | – | 1.18% | 20 |
|
|
2023
Q3 | $536K | Hold |
1,063
| – | – | 1.31% | 21 |
|
|
2023
Q2 | $511K | Hold |
1,063
| – | – | 1.2% | 22 |
|
|
2023
Q1 | $502K | Hold |
1,063
| – | – | 1.36% | 21 |
|
|
2022
Q4 | $564K | Hold |
1,063
| – | – | 1.66% | 15 |
|
|
2022
Q3 | $537K | Hold |
1,063
| – | – | 1.8% | 16 |
|
|
2022
Q2 | $546K | Hold |
1,063
| – | – | 1.72% | 15 |
|
|
2022
Q1 | $542K | Hold |
1,063
| – | – | 1.32% | 20 |
|
|
2021
Q4 | $534K | Hold |
1,063
| – | – | 1.18% | 19 |
|
|
2021
Q3 | $415K | Hold |
1,063
| – | – | 0.82% | 39 |
|
|
2021
Q2 | $426K | Hold |
1,063
| – | – | 0.85% | 34 |
|
|
2021
Q1 | $396K | Sell |
1,063
-955
| -47% | -$356K | 0.87% | 36 |
|
|
2020
Q4 | $708K | Sell |
2,018
-82
| -4% | -$28.8K | 1.31% | 17 |
|
|
2020
Q3 | $655K | Hold |
2,100
| – | – | 1.08% | 22 |
|
|
2020
Q2 | $619K | Hold |
2,100
| – | – | 1.14% | 23 |
|
|
2020
Q1 | $524K | Hold |
2,100
| – | – | 1.23% | 25 |
|
|
2019
Q4 | $617K | Buy |
2,100
+100
| +5% | +$29.4K | 1.05% | 28 |
|
|
2019
Q3 | $435K | Hold |
2,000
| – | – | 0.61% | 36 |
|
|
2019
Q2 | $488K | Sell |
2,000
-1,000
| -33% | -$244K | 0.65% | 29 |
|
|
2019
Q1 | $742K | Buy |
+3,000
| New | +$742K | 0.99% | 20 |
|
|
2017
Q4 | – | Sell |
-5,000
| Closed | -$979K | – | 196 |
|
|
2017
Q3 | $979K | Buy |
5,000
+2,000
| +67% | +$392K | 0.82% | 25 |
|
|
2017
Q2 | $556K | Buy |
+3,000
| New | +$556K | 0.48% | 62 |
|
|
2015
Q3 | – | Sell |
-5,000
| Closed | -$610K | – | 178 |
|
|
2015
Q2 | $610K | Buy |
+5,000
| New | +$610K | 0.4% | 115 |
|