Oak Asset 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 | $1.37M | Sell |
4,384
-30
| -0.7% | -$9.36K | 0.49% | 53 |
|
|
2025
Q1 | $2.31M | Hold |
4,414
| – | – | 0.85% | 34 |
|
|
2024
Q4 | $2.23M | Hold |
4,414
| – | – | 0.83% | 36 |
|
|
2024
Q3 | $2.58M | Sell |
4,414
-200
| -4% | -$117K | 0.91% | 33 |
|
|
2024
Q2 | $2.35M | Hold |
4,614
| – | – | 0.86% | 37 |
|
|
2024
Q1 | $2.28M | Buy |
4,614
+19
| +0.4% | +$9.4K | 0.85% | 39 |
|
|
2023
Q4 | $2.42M | Hold |
4,595
| – | – | 0.96% | 34 |
|
|
2023
Q3 | $2.32M | Buy |
4,595
+51
| +1% | +$25.7K | 0.99% | 35 |
|
|
2023
Q2 | $2.18M | Buy |
4,544
+103
| +2% | +$49.5K | 0.91% | 38 |
|
|
2023
Q1 | $2.1M | Hold |
4,441
| – | – | 0.9% | 40 |
|
|
2022
Q4 | $2.35M | Sell |
4,441
-445
| -9% | -$236K | 1.06% | 31 |
|
|
2022
Q3 | $2.47M | Buy |
+4,886
| New | +$2.47M | 1.2% | 25 |
|
|
2022
Q2 | – | Sell |
-4,866
| Closed | -$2.48M | – | 155 |
|
|
2022
Q1 | $2.48M | Sell |
4,866
-185
| -4% | -$94.4K | 0.98% | 35 |
|
|
2021
Q4 | $2.54M | Sell |
5,051
-29
| -0.6% | -$14.6K | 0.97% | 37 |
|
|
2021
Q3 | $2.16M | Sell |
5,080
-40
| -0.8% | -$17K | 0.9% | 40 |
|
|
2021
Q2 | $2.05M | Buy |
+5,120
| New | +$2.05M | 0.86% | 41 |
|
|
2021
Q1 | – | Sell |
-5,335
| Closed | -$1.87M | – | 89 |
|
|
2020
Q4 | $1.87M | Sell |
5,335
-214
| -4% | -$75.1K | 0.91% | 39 |
|
|
2020
Q3 | $1.81M | Sell |
5,549
-1
| -0% | -$326 | 0.95% | 35 |
|
|
2020
Q2 | $1.64M | Buy |
5,550
+107
| +2% | +$31.6K | 0.97% | 37 |
|
|
2020
Q1 | $1.36M | Sell |
5,443
-195
| -3% | -$48.6K | 0.99% | 37 |
|
|
2019
Q4 | $1.66M | Sell |
5,638
-25
| -0.4% | -$7.35K | 0.92% | 36 |
|
|
2019
Q3 | $1.23M | Buy |
5,663
+341
| +6% | +$74.1K | 0.74% | 45 |
|
|
2019
Q2 | $1.36M | Sell |
5,322
-137
| -3% | -$35K | 0.84% | 41 |
|
|
2019
Q1 | $1.35M | Sell |
5,459
-807
| -13% | -$200K | 0.89% | 37 |
|
|
2018
Q4 | $1.56M | Sell |
6,266
-259
| -4% | -$64.5K | 1.15% | 31 |
|
|
2018
Q3 | $1.74M | Sell |
6,525
-37
| -0.6% | -$9.84K | 1.05% | 30 |
|
|
2018
Q2 | $1.61M | Buy |
6,562
+2,438
| +59% | +$598K | 1.1% | 29 |
|
|
2018
Q1 | $883K | Sell |
4,124
-82
| -2% | -$17.6K | 0.68% | 43 |
|
|
2017
Q4 | $927K | Buy |
+4,206
| New | +$927K | 0.71% | 43 |
|