SHJ

Sharkey, Howes & Javer’s UnitedHealth UNH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-844	Closed	-$493K	–	155
2024 Q3	$493K	Buy	844 +247	+41%	+$144K	0.07%	97
2024 Q2	$304K	Hold	597	–	–	0.05%	97
2024 Q1	$295K	Buy	597 +33	+6%	+$16.3K	0.05%	103
2023 Q4	$297K	Buy	564 +20	+4%	+$10.5K	0.05%	93
2023 Q3	$274K	Hold	544	–	–	0.05%	92
2023 Q2	$261K	Sell	544 -104	-16%	-$50K	0.05%	84
2023 Q1	$306K	Hold	648	–	–	0.07%	80
2022 Q4	$344K	Hold	648	–	–	0.08%	78
2022 Q3	$327K	Hold	648	–	–	0.07%	89
2022 Q2	$333K	Hold	648	–	–	0.08%	70
2022 Q1	$330K	Hold	648	–	–	0.08%	63
2021 Q4	$325K	Hold	648	–	–	0.07%	67
2021 Q3	$253K	Buy	648 +53	+9%	+$20.7K	0.07%	71
2021 Q2	$238K	Hold	595	–	–	0.06%	71
2021 Q1	$221K	Hold	595	–	–	0.07%	71
2020 Q4	$209K	Buy	+595	New	+$209K	0.07%	69
2019 Q3	–	Sell	-641	Closed	-$156K	–	172
2019 Q2	$156K	Hold	641	–	–	0.07%	66
2019 Q1	$158K	Buy	641 +220	+52%	+$54.2K	0.07%	65
2018 Q4	$105K	Sell	421 -220	-34%	-$54.9K	0.07%	75
2018 Q3	$171K	Hold	641	–	–	0.09%	61
2018 Q2	$157K	Hold	641	–	–	0.09%	52
2018 Q1	$137K	Hold	641	–	–	0.08%	47
2017 Q4	$141K	Hold	641	–	–	0.08%	45
2017 Q3	$125K	Hold	641	–	–	0.07%	55
2017 Q2	$119K	Hold	641	–	–	0.07%	51
2017 Q1	$105K	Hold	641	–	–	0.06%	55
2016 Q4	$103K	Hold	641	–	–	0.06%	56
2016 Q3	$90K	Hold	641	–	–	0.05%	65
2016 Q2	$91K	Hold	641	–	–	0.06%	70
2016 Q1	$83K	Hold	641	–	–	0.06%	70
2015 Q4	$75K	Hold	641	–	–	0.05%	70
2015 Q3	$76K	Hold	641	–	–	0.06%	73
2015 Q2	$78K	Hold	641	–	–	0.06%	55
2015 Q1	$76K	Buy	+641	New	+$76K	0.05%	74