QV Investors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1M | Sell |
29,154
-1,290
| -4% | -$402K | 0.89% | 34 |
|
|
2025
Q1 | $15.9M | Sell |
30,444
-2,860
| -9% | -$1.5M | 1.61% | 20 |
|
|
2024
Q4 | $16.8M | Sell |
33,304
-28,130
| -46% | -$14.2M | 1.74% | 19 |
|
|
2024
Q3 | $35.9M | Sell |
61,434
-5,060
| -8% | -$2.96M | 3.17% | 7 |
|
|
2024
Q2 | $33.9M | Buy |
66,494
+16,780
| +34% | +$8.55M | 3.18% | 7 |
|
|
2024
Q1 | $24.6M | Buy |
49,714
+710
| +1% | +$351K | 2.13% | 15 |
|
|
2023
Q4 | $25.8M | Sell |
49,004
-5,170
| -10% | -$2.72M | 2.32% | 15 |
|
|
2023
Q3 | $27.3M | Buy |
54,174
+8,430
| +18% | +$4.25M | 2.83% | 11 |
|
|
2023
Q2 | $22M | Buy |
45,744
+11,910
| +35% | +$5.72M | 1.98% | 18 |
|
|
2023
Q1 | $16M | Buy |
33,834
+7,450
| +28% | +$3.52M | 1.49% | 26 |
|
|
2022
Q4 | $14M | Sell |
26,384
-11,305
| -30% | -$5.99M | 1.34% | 27 |
|
|
2022
Q3 | $19M | Sell |
37,689
-8,925
| -19% | -$4.51M | 1.84% | 21 |
|
|
2022
Q2 | $23.9M | Sell |
46,614
-4,940
| -10% | -$2.54M | 2.18% | 19 |
|
|
2022
Q1 | $26.3M | Sell |
51,554
-5,726
| -10% | -$2.92M | 1.87% | 20 |
|
|
2021
Q4 | $28.8M | Buy |
57,280
+11,630
| +25% | +$5.84M | 2% | 20 |
|
|
2021
Q3 | $17.8M | Sell |
45,650
-1,570
| -3% | -$613K | 1.35% | 23 |
|
|
2021
Q2 | $18.9M | Sell |
47,220
-1,550
| -3% | -$621K | 1.15% | 26 |
|
|
2021
Q1 | $18.1M | Buy |
48,770
+4,170
| +9% | +$1.55M | 1.12% | 29 |
|
|
2020
Q4 | $15.6M | Sell |
44,600
-10,630
| -19% | -$3.73M | 1.03% | 28 |
|
|
2020
Q3 | $17.2M | Sell |
55,230
-2,730
| -5% | -$851K | 1.17% | 30 |
|
|
2020
Q2 | $17.1M | Sell |
57,960
-11,260
| -16% | -$3.32M | 1.15% | 31 |
|
|
2020
Q1 | $17.3M | Sell |
69,220
-7,910
| -10% | -$1.97M | 1.48% | 20 |
|
|
2019
Q4 | $22.7M | Buy |
+77,130
| New | +$22.7M | 0.95% | 27 |
|