OFS
OneAscent Financial Services’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
4,452
-253
| -5% | -$79.3K | 0.1% | 132 |
|
|
2025
Q1 | $2.46M | Sell |
4,705
-95
| -2% | -$49.7K | 0.16% | 94 |
|
|
2024
Q4 | $2.43M | Buy |
4,800
+1,572
| +49% | +$795K | 0.21% | 77 |
|
|
2024
Q3 | $1.89M | Buy |
3,228
+10
| +0.3% | +$5.85K | 1.36% | 12 |
|
|
2024
Q2 | $1.64M | Sell |
3,218
-70
| -2% | -$35.7K | 0.23% | 54 |
|
|
2024
Q1 | $1.63M | Buy |
3,288
+80
| +2% | +$39.6K | 0.18% | 83 |
|
|
2023
Q4 | $1.69M | Buy |
3,208
+169
| +6% | +$89K | 0.21% | 65 |
|
|
2023
Q3 | $1.53M | Buy |
3,039
+686
| +29% | +$346K | 0.4% | 52 |
|
|
2023
Q2 | $1.13M | Buy |
2,353
+401
| +21% | +$193K | 0.5% | 24 |
|
|
2023
Q1 | $922K | Sell |
1,952
-114
| -6% | -$53.8K | 0.37% | 31 |
|
|
2022
Q4 | $1.1M | Buy |
2,066
+147
| +8% | +$77.9K | 0.47% | 31 |
|
|
2022
Q3 | $969K | Buy |
1,919
+48
| +3% | +$24.2K | 0.38% | 48 |
|
|
2022
Q2 | $961K | Buy |
1,871
+261
| +16% | +$134K | 0.44% | 31 |
|
|
2022
Q1 | $821K | Buy |
+1,610
| New | +$821K | 0.59% | 17 |
|
|
2021
Q4 | – | Sell |
-1,588
| Closed | -$621K | – | 166 |
|
|
2021
Q3 | $621K | Buy |
+1,588
| New | +$621K | 0.83% | 12 |
|