SkyOak Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
3,307
-94
| -3% | -$29.3K | 0.21% | 79 |
|
|
2025
Q1 | $1.78M | Buy |
3,401
+311
| +10% | +$163K | 0.39% | 60 |
|
|
2024
Q4 | $1.56M | Buy |
3,090
+139
| +5% | +$70.3K | 0.33% | 65 |
|
|
2024
Q3 | $1.73M | Sell |
2,951
-632
| -18% | -$370K | 0.38% | 62 |
|
|
2024
Q2 | $1.82M | Buy |
3,583
+246
| +7% | +$125K | 0.43% | 58 |
|
|
2024
Q1 | $1.65M | Buy |
3,337
+833
| +33% | +$412K | 0.4% | 59 |
|
|
2023
Q4 | $1.32M | Buy |
2,504
+45
| +2% | +$23.7K | 0.34% | 64 |
|
|
2023
Q3 | $1.24M | Buy |
2,459
+217
| +10% | +$109K | 0.36% | 61 |
|
|
2023
Q2 | $1.08M | Buy |
2,242
+155
| +7% | +$74.5K | 0.3% | 69 |
|
|
2023
Q1 | $986K | Buy |
2,087
+1,309
| +168% | +$619K | 0.3% | 71 |
|
|
2022
Q4 | $412K | Sell |
778
-383
| -33% | -$203K | 0.14% | 128 |
|
|
2022
Q3 | $586K | Buy |
1,161
+415
| +56% | +$209K | 0.21% | 104 |
|
|
2022
Q2 | $383K | Sell |
746
-467
| -38% | -$240K | 0.13% | 134 |
|
|
2022
Q1 | $619K | Buy |
1,213
+487
| +67% | +$249K | 0.17% | 109 |
|
|
2021
Q4 | $365K | Sell |
726
-70
| -9% | -$35.2K | 0.09% | 163 |
|
|
2021
Q3 | $311K | Sell |
796
-64
| -7% | -$25K | 0.08% | 168 |
|
|
2021
Q2 | $344K | Hold |
860
| – | – | 0.09% | 155 |
|
|
2021
Q1 | $339K | Buy |
+860
| New | +$339K | 0.09% | 155 |
|
|
2020
Q1 | – | Sell |
-2,194
| Closed | -$645K | – | 294 |
|
|
2019
Q4 | $645K | Buy |
+2,194
| New | +$645K | 0.2% | 113 |
|