Shayne & Jacobs LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
7,550
-90
| -1% | -$28.1K | 0.78% | 23 |
|
|
2025
Q1 | $4M | Sell |
7,640
-14
| -0.2% | -$7.33K | 0.98% | 13 |
|
|
2024
Q4 | $3.87M | Sell |
7,654
-330
| -4% | -$167K | 1.01% | 14 |
|
|
2024
Q3 | $4.67M | Hold |
7,984
| – | – | 1.17% | 10 |
|
|
2024
Q2 | $4.07M | Buy |
7,984
+175
| +2% | +$89.1K | 1.13% | 11 |
|
|
2024
Q1 | $3.86M | Buy |
7,809
+885
| +13% | +$438K | 1.05% | 12 |
|
|
2023
Q4 | $3.65M | Sell |
6,924
-23
| -0.3% | -$12.1K | 1.13% | 12 |
|
|
2023
Q3 | $3.5M | Buy |
+6,947
| New | +$3.5M | 1.17% | 11 |
|