Oldfather Financial 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 | – | Sell |
-598
| Closed | -$313K | – | 86 |
|
|
2025
Q1 | $313K | Sell |
598
-13
| -2% | -$6.81K | 0.12% | 62 |
|
|
2024
Q4 | $309K | Sell |
611
-16
| -3% | -$8.09K | 0.12% | 62 |
|
|
2024
Q3 | $367K | Buy |
627
+15
| +2% | +$8.77K | 0.14% | 54 |
|
|
2024
Q2 | $312K | Hold |
612
| – | – | 0.13% | 55 |
|
|
2024
Q1 | $303K | Sell |
612
-952
| -61% | -$471K | 0.12% | 55 |
|
|
2023
Q4 | $823K | Buy |
1,564
+5
| +0.3% | +$2.63K | 0.37% | 33 |
|
|
2023
Q3 | $786K | Buy |
1,559
+2
| +0.1% | +$1.01K | 0.4% | 31 |
|
|
2023
Q2 | $748K | Sell |
1,557
-6
| -0.4% | -$2.88K | 0.37% | 34 |
|
|
2023
Q1 | $739K | Buy |
1,563
+12
| +0.8% | +$5.67K | 0.38% | 33 |
|
|
2022
Q4 | $822K | Sell |
1,551
-237
| -13% | -$126K | 0.47% | 30 |
|
|
2022
Q3 | $903K | Sell |
1,788
-3
| -0.2% | -$1.52K | 0.57% | 27 |
|
|
2022
Q2 | $957K | Hold |
1,791
| – | – | 0.55% | 27 |
|
|
2022
Q1 | $939K | Sell |
1,791
-3
| -0.2% | -$1.57K | 0.51% | 29 |
|
|
2021
Q4 | $861K | Buy |
1,794
+28
| +2% | +$13.4K | 0.45% | 30 |
|
|
2021
Q3 | $811K | Hold |
1,766
| – | – | 0.42% | 32 |
|
|
2021
Q2 | $727K | Hold |
1,766
| – | – | 0.4% | 31 |
|
|
2021
Q1 | $644K | Hold |
1,766
| – | – | 0.37% | 32 |
|
|
2020
Q4 | $573K | Hold |
1,766
| – | – | 0.34% | 38 |
|
|
2020
Q3 | $568K | Hold |
1,766
| – | – | 0.4% | 34 |
|
|
2020
Q2 | $539K | Hold |
1,766
| – | – | 0.42% | 33 |
|
|
2020
Q1 | $508K | Hold |
1,766
| – | – | 0.48% | 26 |
|
|
2019
Q4 | $500K | Buy |
+1,766
| New | +$500K | 0.46% | 29 |
|