BOK Financial Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
5,616
-503
| -8% | -$157K | 0.12% | 70 |
|
|
2025
Q1 | $3.2M | Sell |
6,119
-367
| -6% | -$192K | 0.24% | 41 |
|
|
2024
Q4 | $3.28M | Sell |
6,486
-413
| -6% | -$209K | 0.24% | 41 |
|
|
2024
Q3 | $4.03M | Sell |
6,899
-366
| -5% | -$214K | 0.29% | 38 |
|
|
2024
Q2 | $3.7M | Buy |
7,265
+90
| +1% | +$45.8K | 0.27% | 41 |
|
|
2024
Q1 | $3.55M | Sell |
7,175
-642
| -8% | -$318K | 0.26% | 44 |
|
|
2023
Q4 | $4.12M | Sell |
7,817
-453
| -5% | -$238K | 0.33% | 38 |
|
|
2023
Q3 | $4.17M | Sell |
8,270
-932
| -10% | -$470K | 0.36% | 38 |
|
|
2023
Q2 | $4.42M | Sell |
9,202
-1,319
| -13% | -$634K | 0.36% | 40 |
|
|
2023
Q1 | $4.97M | Sell |
10,521
-876
| -8% | -$414K | 0.4% | 39 |
|
|
2022
Q4 | $6.04M | Sell |
11,397
-196
| -2% | -$104K | 0.5% | 27 |
|
|
2022
Q3 | $5.86M | Buy |
11,593
+7
| +0.1% | +$3.54K | 0.53% | 27 |
|
|
2022
Q2 | $5.95M | Sell |
11,586
-5,332
| -32% | -$2.74M | 0.53% | 28 |
|
|
2022
Q1 | $8.63M | Buy |
16,918
+620
| +4% | +$316K | 0.61% | 26 |
|
|
2021
Q4 | $8.18M | Buy |
16,298
+335
| +2% | +$168K | 0.56% | 27 |
|
|
2021
Q3 | $6.24M | Buy |
15,963
+579
| +4% | +$226K | 0.5% | 32 |
|
|
2021
Q2 | $6.16M | Buy |
15,384
+578
| +4% | +$231K | 0.5% | 32 |
|
|
2021
Q1 | $5.51M | Sell |
14,806
-9
| -0.1% | -$3.35K | 0.5% | 35 |
|
|
2020
Q4 | $5.2M | Sell |
14,815
-255
| -2% | -$89.4K | 0.49% | 38 |
|
|
2020
Q3 | $4.7M | Sell |
15,070
-1,058
| -7% | -$330K | 0.49% | 40 |
|
|
2020
Q2 | $4.76M | Sell |
16,128
-1,000
| -6% | -$295K | 0.5% | 41 |
|
|
2020
Q1 | $4.27M | Sell |
17,128
-10,509
| -38% | -$2.62M | 0.52% | 39 |
|
|
2019
Q4 | $8.13M | Buy |
27,637
+26,207
| +1,833% | +$7.7M | 0.69% | 33 |
|
|
2019
Q3 | $311K | Buy |
1,430
+109
| +8% | +$23.7K | 0.04% | 96 |
|
|
2019
Q2 | $322K | Buy |
1,321
+324
| +32% | +$79K | 0.05% | 86 |
|
|
2019
Q1 | $247K | Sell |
997
-248
| -20% | -$61.4K | 0.03% | 102 |
|
|
2018
Q4 | $310K | Buy |
+1,245
| New | +$310K | 0.04% | 85 |
|