Oliver Luxxe Assets’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-835
| Closed | -$455K | – | 221 |
|
|
2024
Q4 | $455K | Buy |
835
+415
| +99% | +$226K | 0.04% | 192 |
|
|
2024
Q3 | $246K | Sell |
420
-88
| -17% | -$51.5K | 0.04% | 176 |
|
|
2024
Q2 | $259K | Buy |
508
+1
| +0.2% | +$509 | 0.05% | 171 |
|
|
2024
Q1 | $251K | Sell |
507
-13
| -3% | -$6.43K | 0.05% | 165 |
|
|
2023
Q4 | $274K | Sell |
520
-65
| -11% | -$34.2K | 0.06% | 158 |
|
|
2023
Q3 | $295K | Hold |
585
| – | – | 0.08% | 150 |
|
|
2023
Q2 | $281K | Hold |
585
| – | – | 0.07% | 152 |
|
|
2023
Q1 | $276K | Buy |
585
+5
| +0.9% | +$2.36K | 0.07% | 156 |
|
|
2022
Q4 | $308K | Sell |
580
-5
| -0.9% | -$2.65K | 0.09% | 153 |
|
|
2022
Q3 | $295K | Sell |
585
-80
| -12% | -$40.3K | 0.09% | 156 |
|
|
2022
Q2 | $341K | Buy |
665
+20
| +3% | +$10.3K | 0.1% | 154 |
|
|
2022
Q1 | $329K | Buy |
645
+23
| +4% | +$11.7K | 0.08% | 169 |
|
|
2021
Q4 | $312K | Sell |
622
-1
| -0.2% | -$502 | 0.08% | 174 |
|
|
2021
Q3 | $243K | Sell |
623
-42
| -6% | -$16.4K | 0.07% | 185 |
|
|
2021
Q2 | $266K | Buy |
665
+75
| +13% | +$30K | 0.07% | 167 |
|
|
2021
Q1 | $220K | Hold |
590
| – | – | 0.07% | 166 |
|
|
2020
Q4 | $213K | Buy |
+590
| New | +$213K | 0.07% | 158 |
|
|
2020
Q1 | – | Sell |
-809
| Closed | -$238K | – | 137 |
|
|
2019
Q4 | $238K | Buy |
+809
| New | +$238K | 0.12% | 115 |
|
|
2018
Q4 | – | Sell |
-750
| Closed | -$201K | – | 117 |
|
|
2018
Q3 | $201K | Buy |
+750
| New | +$201K | 0.11% | 105 |
|