Brandywine Oak 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 | $438K | Sell |
1,403
-114
| -8% | -$35.6K | 0.04% | 157 |
|
|
2025
Q1 | $794K | Sell |
1,517
-421
| -22% | -$220K | 0.08% | 113 |
|
|
2024
Q4 | $980K | Sell |
1,938
-389
| -17% | -$197K | 0.1% | 100 |
|
|
2024
Q3 | $1.36M | Buy |
2,327
+21
| +0.9% | +$12.3K | 0.13% | 81 |
|
|
2024
Q2 | $1.17M | Sell |
2,306
-228
| -9% | -$116K | 0.12% | 88 |
|
|
2024
Q1 | $1.25M | Buy |
2,534
+52
| +2% | +$25.7K | 0.13% | 82 |
|
|
2023
Q4 | $1.31M | Sell |
2,482
-39
| -2% | -$20.5K | 0.15% | 77 |
|
|
2023
Q3 | $1.27M | Sell |
2,521
-34
| -1% | -$17.1K | 0.15% | 76 |
|
|
2023
Q2 | $1.23M | Sell |
2,555
-17
| -0.7% | -$8.17K | 0.14% | 84 |
|
|
2023
Q1 | $1.22M | Sell |
2,572
-55
| -2% | -$26K | 0.14% | 86 |
|
|
2022
Q4 | $1.39M | Sell |
2,627
-341
| -11% | -$181K | 0.17% | 74 |
|
|
2022
Q3 | $1.5M | Sell |
2,968
-82
| -3% | -$41.4K | 0.2% | 74 |
|
|
2022
Q2 | $1.57M | Sell |
3,050
-140
| -4% | -$71.9K | 0.2% | 77 |
|
|
2022
Q1 | $1.63M | Sell |
3,190
-41
| -1% | -$20.9K | 0.19% | 86 |
|
|
2021
Q4 | $1.62M | Buy |
3,231
+65
| +2% | +$32.6K | 0.18% | 89 |
|
|
2021
Q3 | $1.24M | Sell |
3,166
-113
| -3% | -$44.2K | 0.14% | 107 |
|
|
2021
Q2 | $1.31M | Buy |
3,279
+1,566
| +91% | +$627K | 0.15% | 104 |
|
|
2021
Q1 | $637K | Sell |
1,713
-100
| -6% | -$37.2K | 0.09% | 132 |
|
|
2020
Q4 | $635K | Hold |
1,813
| – | – | 0.1% | 127 |
|
|
2020
Q3 | $565K | Sell |
1,813
-57
| -3% | -$17.8K | 0.09% | 129 |
|
|
2020
Q2 | $551K | Sell |
1,870
-139
| -7% | -$41K | 0.1% | 123 |
|
|
2020
Q1 | $501K | Sell |
2,009
-282
| -12% | -$70.3K | 0.1% | 109 |
|
|
2019
Q4 | $673K | Sell |
2,291
-59
| -3% | -$17.3K | 0.12% | 87 |
|
|
2019
Q3 | $510K | Sell |
2,350
-14
| -0.6% | -$3.04K | 0.1% | 103 |
|
|
2019
Q2 | $576K | Buy |
2,364
+120
| +5% | +$29.2K | 0.12% | 96 |
|
|
2019
Q1 | $554K | Buy |
2,244
+116
| +5% | +$28.6K | 0.12% | 92 |
|
|
2018
Q4 | $530K | Buy |
+2,128
| New | +$530K | 0.12% | 94 |
|