Oak Thistle LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $986K | Buy |
+3,162
| New | +$986K | 0.15% | 264 |
|
|
2025
Q1 | – | Sell |
-1,113
| Closed | -$563K | – | 566 |
|
|
2024
Q4 | $563K | Buy |
+1,113
| New | +$563K | 0.17% | 223 |
|
|
2023
Q3 | – | Sell |
-571
| Closed | -$274K | – | 616 |
|
|
2023
Q2 | $274K | Sell |
571
-534
| -48% | -$257K | 0.14% | 269 |
|
|
2023
Q1 | $522K | Buy |
+1,105
| New | +$522K | 0.31% | 127 |
|
|
2022
Q2 | – | Sell |
-521
| Closed | -$266K | – | 417 |
|
|
2022
Q1 | $266K | Buy |
+521
| New | +$266K | 0.14% | 290 |
|