Arvest Bank Trust Division’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
1,673
+26
| +2% | +$8.11K | 0.03% | 140 |
|
|
2025
Q1 | $863K | Buy |
1,647
+154
| +10% | +$80.7K | 0.05% | 113 |
|
|
2024
Q4 | $755K | Sell |
1,493
-480
| -24% | -$243K | 0.05% | 114 |
|
|
2024
Q3 | $1.15M | Buy |
+1,973
| New | +$1.15M | 0.07% | 106 |
|
|
2021
Q3 | $885K | Buy |
2,266
+98
| +5% | +$38.3K | 0.05% | 99 |
|
|
2021
Q2 | $868K | Buy |
2,168
+627
| +41% | +$251K | 0.05% | 90 |
|
|
2021
Q1 | $573K | Buy |
1,541
+295
| +24% | +$110K | 0.03% | 105 |
|
|
2020
Q4 | $437K | Sell |
1,246
-5
| -0.4% | -$1.75K | 0.03% | 106 |
|
|
2020
Q3 | $390K | Hold |
1,251
| – | – | 0.03% | 95 |
|
|
2020
Q2 | $369K | Sell |
1,251
-44
| -3% | -$13K | 0.03% | 91 |
|
|
2020
Q1 | $323K | Sell |
1,295
-523
| -29% | -$130K | 0.03% | 91 |
|
|
2019
Q4 | $534K | Hold |
1,818
| – | – | 0.03% | 90 |
|
|
2019
Q3 | $395K | Buy |
1,818
+58
| +3% | +$12.6K | 0.03% | 103 |
|
|
2019
Q2 | $429K | Buy |
1,760
+20
| +1% | +$4.88K | 0.03% | 90 |
|
|
2019
Q1 | $430K | Buy |
1,740
+60
| +4% | +$14.8K | 0.03% | 93 |
|
|
2018
Q4 | $419K | Buy |
1,680
+583
| +53% | +$145K | 0.03% | 87 |
|
|
2018
Q3 | $292K | Hold |
1,097
| – | – | 0.02% | 106 |
|
|
2018
Q2 | $270K | Hold |
1,097
| – | – | 0.02% | 104 |
|
|
2018
Q1 | $235K | Buy |
+1,097
| New | +$235K | 0.02% | 112 |
|