Oxford Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $405K | Buy |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $513K | Sell |
|
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|
2024
Q3 | $739K | Sell |
|
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|
2024
Q2 | $722K | Buy |
|
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|
2024
Q1 | $553K | Buy |
|
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|
2023
Q4 | $541K | Sell |
|
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|
2023
Q3 | $598K | Sell |
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|
2023
Q2 | $824K | Buy |
|
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|
2023
Q1 | $331K | Buy |
|
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|
2022
Q4 | $363K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $362K | Buy |
|
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|
2021
Q3 | $273K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $548K | Buy |
|