Oakwell Private Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $313K | Sell |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $273K | Sell |
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|
2023
Q4 | $293K | Buy |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $284K | Buy |
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