Oakwood Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.28M | Sell |
18,185
-658
| -3% | -$263K | 1.88% | 20 |
|
|
2021
Q1 | $7.01M | Buy |
18,843
+227
| +1% | +$84.5K | 2.07% | 19 |
|
|
2020
Q4 | $6.53M | Sell |
18,616
-542
| -3% | -$190K | 1.99% | 18 |
|
|
2020
Q3 | $5.97M | Sell |
19,158
-53
| -0.3% | -$16.5K | 2.21% | 14 |
|
|
2020
Q2 | $5.67M | Buy |
19,211
+592
| +3% | +$175K | 2.36% | 14 |
|
|
2020
Q1 | $4.64M | Sell |
18,619
-85
| -0.5% | -$21.2K | 2.45% | 19 |
|
|
2019
Q4 | $5.5M | Sell |
18,704
-306
| -2% | -$90K | 2.29% | 21 |
|
|
2019
Q3 | $4.13M | Sell |
19,010
-428
| -2% | -$93K | 1.83% | 27 |
|
|
2019
Q2 | $4.74M | Sell |
19,438
-2,902
| -13% | -$708K | 2.03% | 25 |
|
|
2019
Q1 | $5.52M | Buy |
22,340
+865
| +4% | +$214K | 2.32% | 21 |
|
|
2018
Q4 | $5.35M | Buy |
21,475
+770
| +4% | +$192K | 2.51% | 20 |
|
|
2018
Q3 | $5.51M | Buy |
+20,705
| New | +$5.51M | 2.23% | 24 |
|