West 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
Q2 | $390 | Hold |
125
| – | – | 0.02% | 178 |
|
|
2025
Q1 | $655 | Hold |
125
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $632K | Hold |
125
| – | – | 0.02% | 168 |
|
|
2024
Q3 | $731 | Hold |
125
| – | – | 0.01% | 164 |
|
|
2024
Q2 | $63.7K | Hold |
125
| – | – | 0.03% | 172 |
|
|
2024
Q1 | $62K | Hold |
125
| – | – | 0.03% | 169 |
|
|
2023
Q4 | $65K | Hold |
125
| – | – | 0.03% | 170 |
|
|
2023
Q3 | $63K | Hold |
125
| – | – | 0.03% | 166 |
|
|
2023
Q2 | $60.1K | Hold |
125
| – | – | 0.03% | 170 |
|
|
2023
Q1 | $59.1K | Hold |
125
| – | – | 0.03% | 167 |
|
|
2022
Q4 | $66K | Hold |
125
| – | – | 0.03% | 153 |
|
|
2022
Q3 | $63K | Hold |
125
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $64K | Hold |
125
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $64K | Hold |
125
| – | – | 0.03% | 172 |
|
|
2021
Q4 | $63K | Sell |
125
-5
| -4% | -$2.52K | 0.02% | 178 |
|
|
2021
Q3 | $51K | Hold |
130
| – | – | 0.02% | 187 |
|
|
2021
Q2 | $52K | Hold |
130
| – | – | 0.02% | 185 |
|
|
2021
Q1 | $48K | Hold |
130
| – | – | 0.02% | 183 |
|
|
2020
Q4 | $46K | Hold |
130
| – | – | 0.02% | 181 |
|
|
2020
Q3 | $41K | Sell |
130
-69
| -35% | -$21.8K | 0.02% | 172 |
|
|
2020
Q2 | $59K | Hold |
199
| – | – | 0.03% | 166 |
|
|
2020
Q1 | $50K | Hold |
199
| – | – | 0.03% | 164 |
|
|
2019
Q4 | $59K | Sell |
199
-50
| -20% | -$14.8K | 0.03% | 167 |
|
|
2019
Q3 | $54K | Sell |
249
-150
| -38% | -$32.5K | 0.03% | 174 |
|
|
2019
Q2 | $97K | Sell |
399
-195
| -33% | -$47.4K | 0.06% | 144 |
|
|
2019
Q1 | $147K | Buy |
594
+25
| +4% | +$6.19K | 0.09% | 119 |
|
|
2018
Q4 | $142K | Hold |
569
| – | – | 0.1% | 117 |
|
|
2018
Q3 | $151K | Hold |
569
| – | – | 0.09% | 126 |
|
|
2018
Q2 | $140K | Sell |
569
-122
| -18% | -$29.9K | 0.09% | 127 |
|
|
2018
Q1 | $148K | Hold |
691
| – | – | 0.09% | 125 |
|
|
2017
Q4 | $152K | Sell |
691
-8
| -1% | -$1.76K | 0.09% | 122 |
|
|
2017
Q3 | $137K | Buy |
699
+378
| +118% | +$74K | 0.08% | 133 |
|
|
2017
Q2 | $59.5K | Hold |
321
| – | – | 0.04% | 177 |
|
|
2017
Q1 | $52.6K | Buy |
321
+241
| +301% | +$39.5K | 0.03% | 180 |
|
|
2016
Q4 | $12.8K | Sell |
80
-50
| -38% | -$8K | 0.01% | 274 |
|
|
2016
Q3 | $18.2K | Buy |
130
+50
| +63% | +$7K | 0.01% | 249 |
|
|
2016
Q2 | $11.3K | Buy |
+80
| New | +$11.3K | 0.01% | 260 |
|