Pin Oak Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Sell |
342
-660
| -66% | -$345K | 0.15% | 101 |
|
|
2025
Q1 | $517K | Buy |
1,002
+616
| +160% | +$318K | 0.39% | 55 |
|
|
2024
Q4 | $226K | Hold |
386
| – | – | 0.21% | 78 |
|
|
2024
Q3 | $225K | Hold |
386
| – | – | 0.2% | 79 |
|
|
2024
Q2 | $197K | Hold |
386
| – | – | 0.19% | 89 |
|
|
2024
Q1 | $191K | Hold |
386
| – | – | 0.18% | 94 |
|
|
2023
Q4 | $203K | Hold |
386
| – | – | 0.21% | 80 |
|
|
2023
Q3 | $195K | Buy |
386
+16
| +4% | +$8.08K | 0.22% | 78 |
|
|
2023
Q2 | $178K | Buy |
370
+30
| +9% | +$14.4K | 0.2% | 83 |
|
|
2023
Q1 | $161K | Buy |
340
+206
| +154% | +$97.5K | 0.2% | 86 |
|
|
2022
Q4 | $71K | Hold |
134
| – | – | 0.09% | 122 |
|
|
2022
Q3 | $68K | Hold |
134
| – | – | 0.09% | 124 |
|
|
2022
Q2 | $69K | Sell |
134
-118
| -47% | -$60.8K | 0.08% | 129 |
|
|
2022
Q1 | $129K | Hold |
252
| – | – | 0.14% | 99 |
|
|
2021
Q4 | $127K | Hold |
252
| – | – | 0.13% | 103 |
|
|
2021
Q3 | $98K | Sell |
252
-107
| -30% | -$41.6K | 0.11% | 122 |
|
|
2021
Q2 | $144K | Sell |
359
-338
| -48% | -$136K | 0.15% | 98 |
|
|
2021
Q1 | $259K | Sell |
697
-134
| -16% | -$49.8K | 0.22% | 81 |
|
|
2020
Q4 | $291K | Buy |
831
+86
| +12% | +$30.1K | 0.24% | 81 |
|
|
2020
Q3 | $232K | Buy |
745
+638
| +596% | +$199K | 0.22% | 88 |
|
|
2020
Q2 | $32K | Hold |
107
| – | – | 0.03% | 192 |
|
|
2020
Q1 | $27K | Hold |
107
| – | – | 0.03% | 205 |
|
|
2019
Q4 | $31K | Sell |
107
-278
| -72% | -$80.5K | 0.02% | 217 |
|
|
2019
Q3 | $84K | Buy |
385
+1
| +0.3% | +$218 | 0.07% | 156 |
|
|
2019
Q2 | $94K | Buy |
+384
| New | +$94K | 0.07% | 155 |
|