Oakwell Private Wealth Management’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 |
-605
| Closed | -$317K | – | 78 |
|
|
2025
Q1 | $317K | Buy |
605
+69
| +13% | +$36.1K | 0.09% | 59 |
|
|
2024
Q4 | $271K | Hold |
536
| – | – | 0.08% | 56 |
|
|
2024
Q3 | $313K | Sell |
536
-15
| -3% | -$8.77K | 0.09% | 53 |
|
|
2024
Q2 | $281K | Hold |
551
| – | – | 0.08% | 56 |
|
|
2024
Q1 | $273K | Sell |
551
-5
| -0.9% | -$2.47K | 0.08% | 55 |
|
|
2023
Q4 | $293K | Buy |
556
+11
| +2% | +$5.79K | 0.1% | 51 |
|
|
2023
Q3 | $275K | Hold |
545
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $262K | Hold |
545
| – | – | 0.11% | 55 |
|
|
2023
Q1 | $258K | Sell |
545
-2
| -0.4% | -$945 | 0.12% | 56 |
|
|
2022
Q4 | $290K | Sell |
547
-38
| -6% | -$20.1K | 0.14% | 50 |
|
|
2022
Q3 | $295K | Sell |
585
-10
| -2% | -$5.04K | 0.16% | 52 |
|
|
2022
Q2 | $306K | Buy |
595
+38
| +7% | +$19.5K | 0.17% | 49 |
|
|
2022
Q1 | $284K | Buy |
+557
| New | +$284K | 0.14% | 51 |
|