Okabena Investment Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
4,525
+21
| +0.5% | +$6.55K | 0.31% | 54 |
|
|
2025
Q1 | $2.36M | Buy |
4,504
+64
| +1% | +$33.5K | 0.59% | 37 |
|
|
2024
Q4 | $2.25M | Hold |
4,440
| – | – | 0.62% | 34 |
|
|
2024
Q3 | $2.6M | Sell |
4,440
-1,281
| -22% | -$749K | 0.73% | 26 |
|
|
2024
Q2 | $2.91M | Buy |
5,721
+656
| +13% | +$334K | 0.92% | 25 |
|
|
2024
Q1 | $2.51M | Sell |
5,065
-1,104
| -18% | -$546K | 0.83% | 29 |
|
|
2023
Q4 | $3.25M | Buy |
6,169
+4,711
| +323% | +$2.48M | 1.26% | 22 |
|
|
2023
Q3 | $735K | Sell |
1,458
-195
| -12% | -$98.3K | 0.57% | 40 |
|
|
2023
Q2 | $794K | Buy |
1,653
+1,607
| +3,493% | +$772K | 0.58% | 43 |
|
|
2023
Q1 | $21.7K | Sell |
46
-1,647
| -97% | -$778K | 0.02% | 82 |
|
|
2022
Q4 | $898K | Sell |
1,693
-4,769
| -74% | -$2.53M | 0.59% | 50 |
|
|
2022
Q3 | $3.26M | Buy |
6,462
+2,596
| +67% | +$1.31M | 1.58% | 15 |
|
|
2022
Q2 | $1.99M | Sell |
3,866
-1,727
| -31% | -$887K | 1.02% | 30 |
|
|
2022
Q1 | $2.85M | Sell |
5,593
-393
| -7% | -$200K | 1.21% | 17 |
|
|
2021
Q4 | $3.01M | Buy |
5,986
+5,164
| +628% | +$2.59M | 1.14% | 18 |
|
|
2021
Q3 | $321K | Sell |
822
-2,769
| -77% | -$1.08M | 0.17% | 74 |
|
|
2021
Q2 | $1.44M | Buy |
+3,591
| New | +$1.44M | 0.68% | 37 |
|
|
2021
Q1 | – | Sell |
-3,345
| Closed | -$1.17M | – | 80 |
|
|
2020
Q4 | $1.17M | Buy |
+3,345
| New | +$1.17M | 0.68% | 36 |
|
|
2020
Q3 | – | Sell |
-4,733
| Closed | -$1.4M | – | 86 |
|
|
2020
Q2 | $1.4M | Sell |
4,733
-63
| -1% | -$18.6K | 1.23% | 23 |
|
|
2020
Q1 | $1.2M | Sell |
4,796
-2,205
| -31% | -$550K | 1.36% | 26 |
|
|
2019
Q4 | $2.06M | Buy |
+7,001
| New | +$2.06M | 1.91% | 19 |
|