WJWM
Williams Jones Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.58M | Sell |
11,467
-28,343
| -71% | -$8.84M | 0.04% | 155 |
|
|
2025
Q1 | $20.9M | Sell |
39,810
-13,894
| -26% | -$7.28M | 0.27% | 67 |
|
|
2024
Q4 | $27.2M | Buy |
53,704
+1,703
| +3% | +$861K | 0.33% | 57 |
|
|
2024
Q3 | $30.4M | Sell |
52,001
-665
| -1% | -$389K | 0.36% | 54 |
|
|
2024
Q2 | $26.8M | Sell |
52,666
-10,363
| -16% | -$5.28M | 0.33% | 57 |
|
|
2024
Q1 | $31.2M | Sell |
63,029
-5,736
| -8% | -$2.84M | 0.4% | 55 |
|
|
2023
Q4 | $36.2M | Buy |
68,765
+739
| +1% | +$389K | 0.51% | 42 |
|
|
2023
Q3 | $34.3M | Sell |
68,026
-1,589
| -2% | -$801K | 0.53% | 43 |
|
|
2023
Q2 | $33.5M | Sell |
69,615
-1,382
| -2% | -$664K | 0.5% | 45 |
|
|
2023
Q1 | $33.6M | Buy |
70,997
+1,968
| +3% | +$930K | 0.53% | 45 |
|
|
2022
Q4 | $36.6M | Buy |
69,029
+542
| +0.8% | +$287K | 0.61% | 38 |
|
|
2022
Q3 | $34.6M | Sell |
68,487
-2,338
| -3% | -$1.18M | 0.6% | 37 |
|
|
2022
Q2 | $36.4M | Buy |
70,825
+8,452
| +14% | +$4.34M | 0.59% | 38 |
|
|
2022
Q1 | $31.8M | Buy |
62,373
+1,103
| +2% | +$562K | 0.44% | 51 |
|
|
2021
Q4 | $30.8M | Sell |
61,270
-195
| -0.3% | -$97.9K | 0.38% | 56 |
|
|
2021
Q3 | $24M | Buy |
61,465
+717
| +1% | +$280K | 0.34% | 61 |
|
|
2021
Q2 | $24.3M | Buy |
60,748
+2,529
| +4% | +$1.01M | 0.34% | 60 |
|
|
2021
Q1 | $21.7M | Buy |
58,219
+23,333
| +67% | +$8.68M | 0.34% | 60 |
|
|
2020
Q4 | $12.2M | Buy |
34,886
+1,954
| +6% | +$685K | 0.2% | 80 |
|
|
2020
Q3 | $10.3M | Buy |
32,932
+5,136
| +18% | +$1.6M | 0.19% | 81 |
|
|
2020
Q2 | $8.2M | Buy |
27,796
+12,346
| +80% | +$3.64M | 0.17% | 87 |
|
|
2020
Q1 | $3.85M | Sell |
15,450
-1,513
| -9% | -$377K | 0.1% | 106 |
|
|
2019
Q4 | $4.99M | Sell |
16,963
-545
| -3% | -$160K | 0.1% | 118 |
|
|
2019
Q3 | $3.81M | Buy |
+17,508
| New | +$3.81M | 0.08% | 133 |
|