OHWA
Oak Hill Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Buy |
2,730
+3
| +0.1% | +$923 | 0.17% | 69 |
|
|
2025
Q1 | $1.43M | Buy |
2,727
+105
| +4% | +$55K | 0.33% | 43 |
|
|
2024
Q4 | $1.33M | Buy |
+2,622
| New | +$1.33M | 0.32% | 42 |
|
|
2024
Q3 | – | Sell |
-2,648
| Closed | -$1.35M | – | 92 |
|
|
2024
Q2 | $1.35M | Buy |
+2,648
| New | +$1.35M | 0.41% | 35 |
|
|
2024
Q1 | – | Sell |
-2,737
| Closed | -$1.44M | – | 85 |
|
|
2023
Q4 | $1.44M | Sell |
2,737
-43
| -2% | -$22.6K | 0.5% | 29 |
|
|
2023
Q3 | $1.4M | Buy |
2,780
+30
| +1% | +$15.1K | 0.54% | 27 |
|
|
2023
Q2 | $1.32M | Buy |
2,750
+9
| +0.3% | +$4.33K | 0.49% | 28 |
|
|
2023
Q1 | $1.3M | Sell |
2,741
-28
| -1% | -$13.2K | 0.51% | 28 |
|
|
2022
Q4 | $1.47M | Buy |
+2,769
| New | +$1.47M | 0.61% | 27 |
|