Oak Harbor Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,892
| Closed | -$991K | – | 268 |
|
|
2025
Q1 | $991K | Sell |
1,892
-161
| -8% | -$84.3K | 0.28% | 77 |
|
|
2024
Q4 | $1.04M | Buy |
2,053
+184
| +10% | +$93.1K | 0.3% | 77 |
|
|
2024
Q3 | $1.09M | Buy |
1,869
+128
| +7% | +$74.9K | 0.31% | 82 |
|
|
2024
Q2 | $887K | Buy |
1,741
+33
| +2% | +$16.8K | 0.28% | 81 |
|
|
2024
Q1 | $845K | Buy |
1,708
+32
| +2% | +$15.8K | 0.26% | 84 |
|
|
2023
Q4 | $882K | Sell |
1,676
-164
| -9% | -$86.4K | 0.3% | 76 |
|
|
2023
Q3 | $928K | Buy |
1,840
+60
| +3% | +$30.3K | 0.33% | 74 |
|
|
2023
Q2 | $856K | Sell |
1,780
-37
| -2% | -$17.8K | 0.29% | 76 |
|
|
2023
Q1 | $859K | Buy |
1,817
+231
| +15% | +$109K | 0.31% | 77 |
|
|
2022
Q4 | $841K | Buy |
1,586
+31
| +2% | +$16.4K | 0.32% | 70 |
|
|
2022
Q3 | $785K | Buy |
1,555
+38
| +3% | +$19.2K | 0.31% | 73 |
|
|
2022
Q2 | $779K | Buy |
1,517
+150
| +11% | +$77K | 0.31% | 73 |
|
|
2022
Q1 | $697K | Buy |
1,367
+79
| +6% | +$40.3K | 0.23% | 86 |
|
|
2021
Q4 | $647K | Buy |
+1,288
| New | +$647K | 0.22% | 85 |
|