Oxford Wealth Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.83M Buy
3,614
+195
+6% +$98.7K 1.18% 16
2024
Q3
$2M Sell
3,419
-1,837
-35% -$1.07M 1.63% 14
2024
Q2
$2.68M Buy
5,256
+2,067
+65% +$1.05M 1.84% 14
2024
Q1
$1.58M Buy
+3,189
New +$1.58M 1.44% 18