Oxford Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
923
-161
| -15% | -$50.2K | 0.02% | 178 |
|
|
2025
Q1 | $568K | Buy |
1,084
+70
| +7% | +$36.7K | 0.04% | 122 |
|
|
2024
Q4 | $513K | Sell |
1,014
-250
| -20% | -$126K | 0.03% | 142 |
|
|
2024
Q3 | $739K | Sell |
1,264
-153
| -11% | -$89.4K | 0.05% | 104 |
|
|
2024
Q2 | $722K | Buy |
1,417
+299
| +27% | +$152K | 0.05% | 115 |
|
|
2024
Q1 | $553K | Buy |
1,118
+91
| +9% | +$45K | 0.04% | 123 |
|
|
2023
Q4 | $541K | Sell |
1,027
-158
| -13% | -$83.2K | 0.04% | 128 |
|
|
2023
Q3 | $598K | Sell |
1,185
-529
| -31% | -$267K | 0.05% | 105 |
|
|
2023
Q2 | $824K | Buy |
1,714
+1,014
| +145% | +$487K | 0.08% | 88 |
|
|
2023
Q1 | $331K | Buy |
700
+16
| +2% | +$7.56K | 0.04% | 138 |
|
|
2022
Q4 | $363K | Buy |
+684
| New | +$363K | 0.04% | 135 |
|
|
2022
Q1 | – | Sell |
-720
| Closed | -$362K | – | 287 |
|
|
2021
Q4 | $362K | Buy |
720
+21
| +3% | +$10.6K | 0.04% | 150 |
|
|
2021
Q3 | $273K | Buy |
+699
| New | +$273K | 0.03% | 157 |
|
|
2020
Q2 | – | Sell |
-2,197
| Closed | -$548K | – | 210 |
|
|
2020
Q1 | $548K | Buy |
+2,197
| New | +$548K | 0.11% | 79 |
|