Charter Oak Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
1,270
+41
| +3% | +$12.8K | 0.03% | 136 |
|
|
2025
Q1 | $643K | Sell |
1,229
-172
| -12% | -$90.1K | 0.06% | 95 |
|
|
2024
Q4 | $709K | Buy |
1,401
+6
| +0.4% | +$3.04K | 0.07% | 90 |
|
|
2024
Q3 | $815K | Buy |
1,395
+308
| +28% | +$180K | 0.08% | 80 |
|
|
2024
Q2 | $553K | Sell |
1,087
-295
| -21% | -$150K | 0.06% | 98 |
|
|
2024
Q1 | $684K | Buy |
1,382
+294
| +27% | +$145K | 0.07% | 88 |
|
|
2023
Q4 | $573K | Buy |
1,088
+2
| +0.2% | +$1.05K | 0.07% | 94 |
|
|
2023
Q3 | $548K | Buy |
1,086
+1
| +0.1% | +$504 | 0.07% | 93 |
|
|
2023
Q2 | $522K | Buy |
1,085
+38
| +4% | +$18.3K | 0.07% | 102 |
|
|
2023
Q1 | $495K | Buy |
1,047
+61
| +6% | +$28.8K | 0.07% | 103 |
|
|
2022
Q4 | $523K | Sell |
986
-40
| -4% | -$21.2K | 0.08% | 94 |
|
|
2022
Q3 | $518K | Buy |
1,026
+10
| +1% | +$5.05K | 0.08% | 96 |
|
|
2022
Q2 | $522K | Sell |
1,016
-24
| -2% | -$12.3K | 0.07% | 105 |
|
|
2022
Q1 | $530K | Buy |
1,040
+159
| +18% | +$81K | 0.06% | 116 |
|
|
2021
Q4 | $442K | Buy |
881
+21
| +2% | +$10.5K | 0.05% | 126 |
|
|
2021
Q3 | $336K | Buy |
860
+1
| +0.1% | +$391 | 0.04% | 137 |
|
|
2021
Q2 | $344K | Buy |
859
+1
| +0.1% | +$400 | 0.04% | 130 |
|
|
2021
Q1 | $319K | Buy |
858
+15
| +2% | +$5.58K | 0.04% | 133 |
|
|
2020
Q4 | $296K | Buy |
+843
| New | +$296K | 0.04% | 134 |
|