Live 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 | $10.9M | Buy |
35,062
+9,756
| +39% | +$3.04M | 1.63% | 17 |
|
|
2025
Q1 | $13.3M | Buy |
25,306
+515
| +2% | +$270K | 2.15% | 8 |
|
|
2024
Q4 | $12.5M | Sell |
24,791
-39
| -0.2% | -$19.7K | 2.11% | 9 |
|
|
2024
Q3 | $14.5M | Sell |
24,830
-274
| -1% | -$160K | 2.36% | 7 |
|
|
2024
Q2 | $12.8M | Buy |
25,104
+713
| +3% | +$363K | 2.2% | 8 |
|
|
2024
Q1 | $12.1M | Buy |
24,391
+1,301
| +6% | +$644K | 2.09% | 11 |
|
|
2023
Q4 | $12.2M | Sell |
23,090
-122
| -0.5% | -$64.2K | 2.28% | 8 |
|
|
2023
Q3 | $11.7M | Buy |
23,212
+179
| +0.8% | +$90.3K | 2.49% | 5 |
|
|
2023
Q2 | $11.1M | Buy |
23,033
+167
| +0.7% | +$80.3K | 2.2% | 6 |
|
|
2023
Q1 | $10.8M | Buy |
22,866
+859
| +4% | +$406K | 2.23% | 6 |
|
|
2022
Q4 | $11.7M | Sell |
22,007
-95
| -0.4% | -$50.4K | 2.41% | 6 |
|
|
2022
Q3 | $11.2M | Buy |
22,102
+194
| +0.9% | +$98K | 2.51% | 6 |
|
|
2022
Q2 | $11.3M | Buy |
21,908
+1,488
| +7% | +$764K | 2.37% | 7 |
|
|
2022
Q1 | $10.4M | Buy |
20,420
+144
| +0.7% | +$73.4K | 2.02% | 9 |
|
|
2021
Q4 | $10.2M | Sell |
20,276
-253
| -1% | -$127K | 1.9% | 11 |
|
|
2021
Q3 | $8.02M | Buy |
20,529
+2,243
| +12% | +$876K | 1.63% | 15 |
|
|
2021
Q2 | $7.32M | Buy |
18,286
+243
| +1% | +$97.3K | 1.62% | 17 |
|
|
2021
Q1 | $6.71M | Buy |
18,043
+464
| +3% | +$173K | 1.65% | 17 |
|
|
2020
Q4 | $6.17M | Sell |
17,579
-95
| -0.5% | -$33.3K | 1.73% | 18 |
|
|
2020
Q3 | $5.51M | Sell |
17,674
-2,019
| -10% | -$629K | 1.89% | 16 |
|
|
2020
Q2 | $5.81M | Buy |
19,693
+116
| +0.6% | +$34.2K | 2.11% | 8 |
|
|
2020
Q1 | $4.88M | Buy |
19,577
+2,529
| +15% | +$631K | 5.01% | 3 |
|
|
2019
Q4 | $5.01M | Buy |
+17,048
| New | +$5.01M | 4.87% | 4 |
|