SkyOak Wealth’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 | $222K | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.08M | Buy |
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|
2023
Q1 | $986K | Buy |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $586K | Buy |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $619K | Buy |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $645K | Buy |
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