OA
Oxbow Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-403
| Closed | -$211K | – | 218 |
|
|
2025
Q1 | $211K | Buy |
+403
| New | +$211K | 0.02% | 192 |
|
|
2024
Q4 | – | Sell |
-587
| Closed | -$343K | – | 233 |
|
|
2024
Q3 | $343K | Buy |
587
+163
| +38% | +$95.4K | 0.03% | 160 |
|
|
2024
Q2 | $216K | Sell |
424
-16,007
| -97% | -$8.15M | 0.03% | 203 |
|
|
2024
Q1 | $8.13M | Sell |
16,431
-40
| -0.2% | -$19.8K | 1.12% | 26 |
|
|
2023
Q4 | $8.67M | Sell |
16,471
-109
| -0.7% | -$57.4K | 1.32% | 19 |
|
|
2023
Q3 | $8.36M | Buy |
16,580
+785
| +5% | +$396K | 1.32% | 21 |
|
|
2023
Q2 | $7.59M | Sell |
15,795
-325
| -2% | -$156K | 1.19% | 25 |
|
|
2023
Q1 | $7.62M | Sell |
16,120
-13,342
| -45% | -$6.31M | 1.36% | 24 |
|
|
2022
Q4 | $15.6M | Sell |
29,462
-8,631
| -23% | -$4.58M | 2.94% | 6 |
|
|
2022
Q3 | $19.2M | Sell |
38,093
-524
| -1% | -$265K | 3.02% | 8 |
|
|
2022
Q2 | $19.8M | Sell |
38,617
-585
| -1% | -$300K | 2.82% | 7 |
|
|
2022
Q1 | $20M | Sell |
39,202
-531
| -1% | -$271K | 2.01% | 12 |
|
|
2021
Q4 | $20M | Sell |
39,733
-138
| -0.3% | -$69.3K | 1.91% | 11 |
|
|
2021
Q3 | $15.6M | Buy |
39,871
+1,205
| +3% | +$471K | 1.58% | 16 |
|
|
2021
Q2 | $15.5M | Sell |
38,666
-925
| -2% | -$370K | 1.61% | 15 |
|
|
2021
Q1 | $14.7M | Buy |
39,591
+9,623
| +32% | +$3.58M | 1.79% | 11 |
|
|
2020
Q4 | $10.5M | Buy |
29,968
+600
| +2% | +$210K | 1.35% | 21 |
|
|
2020
Q3 | $9.16M | Sell |
29,368
-134
| -0.5% | -$41.8K | 1.16% | 24 |
|
|
2020
Q2 | $8.7M | Buy |
29,502
+1,254
| +4% | +$370K | 1.27% | 22 |
|
|
2020
Q1 | $7.04M | Buy |
28,248
+227
| +0.8% | +$56.6K | 1.18% | 26 |
|
|
2019
Q4 | $8.24M | Buy |
28,021
+4,850
| +21% | +$1.43M | 0.95% | 22 |
|
|
2019
Q3 | $5.04M | Buy |
23,171
+22,213
| +2,319% | +$4.83M | 0.67% | 39 |
|
|
2019
Q2 | $234K | Buy |
+958
| New | +$234K | 0.03% | 260 |
|