Running Oak Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,264
| Closed | -$11.8M | – | 59 |
|
|
2024
Q4 | $11.8M | Buy |
23,264
+2,338
| +11% | +$1.18M | 1.54% | 52 |
|
|
2024
Q3 | $12.2M | Sell |
20,926
-972
| -4% | -$568K | 1.66% | 52 |
|
|
2024
Q2 | $11.2M | Buy |
21,898
+3,624
| +20% | +$1.85M | 1.73% | 38 |
|
|
2024
Q1 | $9.04M | Buy |
18,274
+2,188
| +14% | +$1.08M | 1.45% | 53 |
|
|
2023
Q4 | $8.47M | Buy |
16,086
+2,400
| +18% | +$1.26M | 1.67% | 44 |
|
|
2023
Q3 | $6.9M | Buy |
13,686
+89
| +0.7% | +$44.9K | 1.77% | 33 |
|
|
2023
Q2 | $6.54M | Buy |
13,597
+1,319
| +11% | +$634K | 1.6% | 48 |
|
|
2023
Q1 | $5.8M | Sell |
12,278
-366
| -3% | -$173K | 1.65% | 43 |
|
|
2022
Q4 | $6.7M | Buy |
12,644
+916
| +8% | +$486K | 1.97% | 11 |
|
|
2022
Q3 | $5.92M | Buy |
+11,728
| New | +$5.92M | 2.05% | 7 |
|
|
2021
Q2 | $358K | Sell |
895
-14,712
| -94% | -$5.88M | 0.2% | 38 |
|
|
2021
Q1 | $5.81M | Buy |
15,607
+514
| +3% | +$191K | 1.77% | 24 |
|
|
2020
Q4 | $5.29M | Sell |
15,093
-507
| -3% | -$178K | 1.77% | 21 |
|
|
2020
Q3 | $4.86M | Buy |
15,600
+615
| +4% | +$192K | 1.77% | 25 |
|
|
2020
Q2 | $4.42M | Buy |
+14,985
| New | +$4.42M | 1.75% | 30 |
|