Oak Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,169
| Closed | -$2.11M | – | 137 |
|
|
2024
Q4 | $2.11M | Hold |
4,169
| – | – | 0.15% | 72 |
|
|
2024
Q3 | $2.44M | Hold |
4,169
| – | – | 0.16% | 68 |
|
|
2024
Q2 | $2.12M | Hold |
4,169
| – | – | 0.14% | 74 |
|
|
2024
Q1 | $2.06M | Sell |
4,169
-100
| -2% | -$49.5K | 0.14% | 80 |
|
|
2023
Q4 | $2.25M | Hold |
4,269
| – | – | 0.17% | 71 |
|
|
2023
Q3 | $2.15M | Buy |
4,269
+100
| +2% | +$50.4K | 0.18% | 71 |
|
|
2023
Q2 | $2M | Hold |
4,169
| – | – | 0.16% | 76 |
|
|
2023
Q1 | $1.97M | Sell |
4,169
-3,081
| -42% | -$1.46M | 0.16% | 82 |
|
|
2022
Q4 | $3.84M | Sell |
7,250
-700
| -9% | -$371K | 0.32% | 54 |
|
|
2022
Q3 | $4.02M | Hold |
7,950
| – | – | 0.34% | 51 |
|
|
2022
Q2 | $4.08M | Sell |
7,950
-1,300
| -14% | -$668K | 0.32% | 51 |
|
|
2022
Q1 | $4.72M | Hold |
9,250
| – | – | 0.29% | 52 |
|
|
2021
Q4 | $4.65M | Hold |
9,250
| – | – | 0.25% | 55 |
|
|
2021
Q3 | $3.61M | Hold |
9,250
| – | – | 0.21% | 60 |
|
|
2021
Q2 | $3.7M | Hold |
9,250
| – | – | 0.21% | 59 |
|
|
2021
Q1 | $3.44M | Hold |
9,250
| – | – | 0.2% | 58 |
|
|
2020
Q4 | $3.24M | Hold |
9,250
| – | – | 0.2% | 61 |
|
|
2020
Q3 | $2.88M | Hold |
9,250
| – | – | 0.19% | 62 |
|
|
2020
Q2 | $2.73M | Hold |
9,250
| – | – | 0.18% | 63 |
|
|
2020
Q1 | $2.31M | Hold |
9,250
| – | – | 0.19% | 64 |
|
|
2019
Q4 | $2.72M | Hold |
9,250
| – | – | 0.16% | 74 |
|
|
2019
Q3 | $2.01M | Hold |
9,250
| – | – | 0.12% | 82 |
|
|
2019
Q2 | $2.26M | Hold |
9,250
| – | – | 0.14% | 79 |
|
|
2019
Q1 | $2.29M | Sell |
9,250
-2,400
| -21% | -$593K | 0.14% | 77 |
|
|
2018
Q4 | $2.9M | Hold |
11,650
| – | – | 0.2% | 74 |
|
|
2018
Q3 | $3.1M | Hold |
11,650
| – | – | 0.19% | 78 |
|
|
2018
Q2 | $2.86M | Sell |
11,650
-190
| -2% | -$46.6K | 0.19% | 79 |
|
|
2018
Q1 | $2.53M | Sell |
11,840
-1,170
| -9% | -$250K | 0.18% | 81 |
|
|
2017
Q4 | $2.87M | Sell |
13,010
-3,290
| -20% | -$725K | 0.2% | 76 |
|
|
2017
Q3 | $3.19M | Hold |
16,300
| – | – | 0.24% | 80 |
|
|
2017
Q2 | $3.02M | Sell |
16,300
-600
| -4% | -$111K | 0.23% | 84 |
|
|
2017
Q1 | $2.77M | Sell |
16,900
-200
| -1% | -$32.8K | 0.22% | 88 |
|
|
2016
Q4 | $2.74M | Hold |
17,100
| – | – | 0.27% | 82 |
|
|
2016
Q3 | $2.42M | Hold |
17,100
| – | – | 0.25% | 87 |
|
|
2016
Q2 | $2.42M | Hold |
17,100
| – | – | 0.29% | 81 |
|
|
2016
Q1 | $2.2M | Hold |
17,100
| – | – | 0.27% | 83 |
|
|
2015
Q4 | $2.01M | Hold |
17,100
| – | – | 0.24% | 82 |
|
|
2015
Q3 | $1.98M | Buy |
17,100
+1,600
| +10% | +$186K | 0.26% | 84 |
|
|
2015
Q2 | $1.89M | Hold |
15,500
| – | – | 0.23% | 93 |
|
|
2015
Q1 | $1.83M | Hold |
15,500
| – | – | 0.22% | 93 |
|
|
2014
Q4 | $1.57M | Hold |
15,500
| – | – | 0.19% | 99 |
|
|
2014
Q3 | $1.34M | Hold |
15,500
| – | – | 0.16% | 104 |
|
|
2014
Q2 | $1.27M | Hold |
15,500
| – | – | 0.15% | 106 |
|
|
2014
Q1 | $1.27M | Hold |
15,500
| – | – | 0.16% | 101 |
|
|
2013
Q4 | $1.17M | Buy |
+15,500
| New | +$1.17M | 0.13% | 104 |
|
|
2013
Q2 | $1.05M | Buy |
+16,000
| New | +$1.05M | 0.12% | 105 |
|