Okabena Investment Services’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 | $1.41M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.25M | Hold |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.91M | Buy |
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|
2024
Q1 | $2.51M | Sell |
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|
2023
Q4 | $3.25M | Buy |
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|
2023
Q3 | $735K | Sell |
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|
2023
Q2 | $794K | Buy |
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|
2023
Q1 | $21.7K | Sell |
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|
2022
Q4 | $898K | Sell |
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|
2022
Q3 | $3.26M | Buy |
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|
2022
Q2 | $1.99M | Sell |
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|
2022
Q1 | $2.85M | Sell |
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|
2021
Q4 | $3.01M | Buy |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $2.06M | Buy |
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