AltraVue 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 | $24.3M | Hold |
77,990
| – | – | 2.14% | 17 |
|
|
2025
Q1 | $40.8M | Buy |
77,990
+13,860
| +22% | +$7.26M | 4.1% | 10 |
|
|
2024
Q4 | $32.4M | Hold |
64,130
| – | – | 2.7% | 17 |
|
|
2024
Q3 | $37.5M | Hold |
64,130
| – | – | 3.37% | 14 |
|
|
2024
Q2 | $32.7M | Hold |
64,130
| – | – | 3.25% | 15 |
|
|
2024
Q1 | $31.7M | Buy |
64,130
+3,240
| +5% | +$1.6M | 3.44% | 12 |
|
|
2023
Q4 | $32.1M | Hold |
60,890
| – | – | 3.7% | 14 |
|
|
2023
Q3 | $30.7M | Hold |
60,890
| – | – | 3.66% | 13 |
|
|
2023
Q2 | $29.3M | Hold |
60,890
| – | – | 3.44% | 15 |
|
|
2023
Q1 | $28.8M | Sell |
60,890
-2,710
| -4% | -$1.28M | 3.46% | 13 |
|
|
2022
Q4 | $33.7M | Hold |
63,600
| – | – | 4.72% | 8 |
|
|
2022
Q3 | $32.1M | Sell |
63,600
-2,360
| -4% | -$1.19M | 4.8% | 5 |
|
|
2022
Q2 | $33.9M | Hold |
65,960
| – | – | 4.98% | 5 |
|
|
2022
Q1 | $33.6M | Hold |
65,960
| – | – | 4.57% | 6 |
|
|
2021
Q4 | $33.1M | Buy |
65,960
+13,070
| +25% | +$6.56M | 4.38% | 5 |
|
|
2021
Q3 | $20.7M | Buy |
52,890
+18,200
| +52% | +$7.11M | 3.05% | 13 |
|
|
2021
Q2 | $13.9M | Buy |
34,690
+8,360
| +32% | +$3.35M | 2.46% | 20 |
|
|
2021
Q1 | $9.8M | Buy |
26,330
+1,300
| +5% | +$484K | 2.17% | 25 |
|
|
2020
Q4 | $8.78M | Hold |
25,030
| – | – | 2.62% | 18 |
|
|
2020
Q3 | $7.8M | Hold |
25,030
| – | – | 3.65% | 9 |
|
|
2020
Q2 | $7.38M | Hold |
25,030
| – | – | 5.53% | 7 |
|
|
2020
Q1 | $6.24M | Hold |
25,030
| – | – | 5.16% | 8 |
|
|
2019
Q4 | $7.36M | Hold |
25,030
| – | – | 3.66% | 10 |
|
|
2019
Q3 | $5.44M | Buy |
25,030
+2,670
| +12% | +$580K | 2.99% | 18 |
|
|
2019
Q2 | $5.46M | Buy |
22,360
+1,510
| +7% | +$368K | 3.02% | 17 |
|
|
2019
Q1 | $5.16M | Buy |
20,850
+6,050
| +41% | +$1.5M | 2.91% | 19 |
|
|
2018
Q4 | $3.69M | Buy |
+14,800
| New | +$3.69M | 2.32% | 20 |
|