BOK Financial Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $988K | Sell |
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|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $3.28M | Sell |
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|
2024
Q3 | $4.03M | Sell |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $3.55M | Sell |
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|
2023
Q4 | $4.12M | Sell |
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|
2023
Q3 | $4.17M | Sell |
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|
2023
Q2 | $4.42M | Sell |
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|
2023
Q1 | $4.97M | Sell |
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|
2022
Q4 | $6.04M | Sell |
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|
2022
Q3 | $5.86M | Buy |
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|
2022
Q2 | $5.95M | Sell |
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|
2022
Q1 | $8.63M | Buy |
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|
2021
Q4 | $8.18M | Buy |
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|
2021
Q3 | $6.24M | Buy |
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|
2021
Q2 | $6.16M | Buy |
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|
2021
Q1 | $5.51M | Sell |
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|
2020
Q4 | $5.2M | Sell |
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|
2020
Q3 | $4.7M | Sell |
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|
2020
Q2 | $4.76M | Sell |
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|
2020
Q1 | $4.27M | Sell |
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|
2019
Q4 | $8.13M | Buy |
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|
2019
Q3 | $311K | Buy |
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|
2019
Q2 | $322K | Buy |
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|
2019
Q1 | $247K | Sell |
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|
2018
Q4 | $310K | Buy |
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