Silver Oak Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
1,719
-1,089
| -39% | -$340K | 0.04% | 390 |
|
|
2025
Q1 | $1.45M | Sell |
2,808
-70
| -2% | -$36.1K | 0.13% | 167 |
|
|
2024
Q4 | $1.46M | Buy |
2,878
+557
| +24% | +$283K | 0.14% | 158 |
|
|
2024
Q3 | $1.35M | Buy |
2,321
+449
| +24% | +$261K | 0.14% | 158 |
|
|
2024
Q2 | $953K | Buy |
1,872
+112
| +6% | +$57K | 0.14% | 140 |
|
|
2024
Q1 | $871K | Sell |
1,760
-576
| -25% | -$285K | 0.13% | 163 |
|
|
2023
Q4 | $1.23M | Buy |
2,336
+1,246
| +114% | +$656K | 0.17% | 145 |
|
|
2023
Q3 | $550K | Sell |
1,090
-1,482
| -58% | -$747K | 0.12% | 155 |
|
|
2023
Q2 | $1.24M | Buy |
2,572
+700
| +37% | +$336K | 0.2% | 105 |
|
|
2023
Q1 | $885K | Sell |
1,872
-493
| -21% | -$233K | 0.15% | 126 |
|
|
2022
Q4 | $1.25M | Buy |
2,365
+1,275
| +117% | +$676K | 0.24% | 79 |
|
|
2022
Q3 | $550K | Sell |
1,090
-775
| -42% | -$391K | 0.12% | 155 |
|
|
2022
Q2 | $974K | Buy |
1,865
+240
| +15% | +$125K | 0.22% | 81 |
|
|
2022
Q1 | $887K | Buy |
+1,625
| New | +$887K | 0.18% | 118 |
|