Oakworth Capital’s UnitedHealth UNH Stock Holding History

Oakworth Capital’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.26M	Buy	7,249 +2,699	+59%	+$842K	0.15%	47
2025 Q1	$2.38M	Sell	4,550 -285	-6%	-$149K	0.17%	45
2024 Q4	$2.45M	Buy	4,835 +377	+8%	+$191K	0.17%	45
2024 Q3	$2.61M	Buy	4,458 +472	+12%	+$276K	0.18%	42
2024 Q2	$2.03M	Buy	3,986 +349	+10%	+$178K	0.15%	48
2024 Q1	$1.8M	Sell	3,637 -9	-0.2%	-$4.45K	0.14%	53
2023 Q4	$1.92M	Sell	3,646 -1	-0%	-$526	0.15%	46
2023 Q3	$1.84M	Sell	3,647 -14	-0.4%	-$7.06K	0.17%	45
2023 Q2	$1.76M	Buy	3,661 +215	+6%	+$103K	0.15%	46
2023 Q1	$1.63M	Hold	3,446	–	–	0.15%	47
2022 Q4	$1.83M	Sell	3,446 -12	-0.3%	-$6.36K	0.18%	37
2022 Q3	$1.75M	Hold	3,458	–	–	0.19%	37
2022 Q2	$1.78M	Hold	3,458	–	–	0.18%	40
2022 Q1	$1.76M	Sell	3,458 -633	-15%	-$323K	0.15%	47
2021 Q4	$2.06M	Buy	4,091 +407	+11%	+$204K	0.17%	41
2021 Q3	$1.44M	Buy	3,684 +242	+7%	+$94.6K	0.14%	49
2021 Q2	$1.38M	Buy	3,442 +48	+1%	+$19.2K	0.14%	48
2021 Q1	$1.26M	Buy	3,394 +60	+2%	+$22.3K	0.14%	49
2020 Q4	$1.17M	Sell	3,334 -26	-0.8%	-$9.12K	0.15%	48
2020 Q3	$1.05M	Sell	3,360 -960	-22%	-$299K	0.17%	50
2020 Q2	$1.27M	Buy	4,320 +15	+0.3%	+$4.42K	0.23%	40
2020 Q1	$1.07M	Buy	4,305 +699	+19%	+$174K	0.25%	40
2019 Q4	$1.07M	Buy	3,606 +476	+15%	+$141K	0.19%	48
2019 Q3	$681K	Sell	3,130 -247	-7%	-$53.7K	0.13%	64
2019 Q2	$824K	Buy	3,377 +179	+6%	+$43.7K	0.16%	57
2019 Q1	$791K	Buy	3,198 +28	+0.9%	+$6.93K	0.16%	57
2018 Q4	$789K	Buy	3,170 +65	+2%	+$16.2K	0.18%	55
2018 Q3	$826K	Buy	3,105 +131	+4%	+$34.8K	0.17%	60
2018 Q2	$730K	Hold	2,974	–	–	0.15%	60
2018 Q1	$703K	Sell	2,974 -1,235	-29%	-$292K	0.17%	55
2017 Q4	$960K	Sell	4,209 -52	-1%	-$11.9K	0.23%	48
2017 Q3	$848K	Hold	4,261	–	–	0.22%	52
2017 Q2	$790K	Hold	4,261	–	–	0.22%	50
2017 Q1	$699K	Hold	4,261	–	–	0.2%	57
2016 Q4	$675K	Hold	4,261	–	–	0.22%	61
2016 Q3	$597K	Buy	4,261 +62	+1%	+$8.69K	0.21%	67
2016 Q2	$561K	Hold	4,199	–	–	0.21%	67
2016 Q1	$541K	Hold	4,199	–	–	0.22%	68
2015 Q4	$494K	Buy	4,199 +31	+0.7%	+$3.65K	0.21%	70
2015 Q3	$484K	Hold	4,168	–	–	0.25%	40
2015 Q2	$506K	Hold	4,168	–	–	0.24%	45
2015 Q1	$464K	Hold	4,168	–	–	0.21%	53
2014 Q4	$421K	Buy	4,168 +4,000	+2,381%	+$404K	0.22%	55
2014 Q3	$15K	Hold	168	–	–	0.01%	257
2014 Q2	$14K	Hold	168	–	–	0.01%	262
2014 Q1	$14K	Hold	168	–	–	0.01%	260
2013 Q4	$13K	Buy	+168	New	+$13K	0.01%	245