Valeo Financial Advisors’s UnitedHealth UNH Stock Holding History

Valeo Financial Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.29M	Buy	20,173 +6,299	+45%	+$1.97M	0.15%	74
2025 Q1	$7.27M	Sell	13,874 -105	-0.8%	-$55K	0.2%	56
2024 Q4	$7.07M	Sell	13,979 -915	-6%	-$463K	0.2%	56
2024 Q3	$8.71M	Sell	14,894 -170	-1%	-$99.4K	0.25%	50
2024 Q2	$7.67M	Buy	15,064 +1,246	+9%	+$635K	0.24%	51
2024 Q1	$6.73M	Sell	13,818 -658	-5%	-$321K	0.24%	55
2023 Q4	$7.62M	Buy	14,476 +458	+3%	+$241K	0.31%	43
2023 Q3	$7.07M	Buy	14,018 +2,382	+20%	+$1.2M	0.32%	44
2023 Q2	$5.59M	Sell	11,636 -1,374	-11%	-$660K	0.26%	54
2023 Q1	$6.15M	Buy	13,010 +3,212	+33%	+$1.52M	0.3%	50
2022 Q4	$5.19M	Buy	9,798 +1,684	+21%	+$893K	0.28%	50
2022 Q3	$4.1M	Buy	8,114 +957	+13%	+$483K	0.26%	56
2022 Q2	$3.68M	Sell	7,157 -2,559	-26%	-$1.31M	0.23%	65
2022 Q1	$4.96M	Buy	9,716 +2,177	+29%	+$1.11M	0.25%	61
2021 Q4	$3.79M	Buy	7,539 +671	+10%	+$337K	0.2%	70
2021 Q3	$2.68M	Buy	6,868 +1,020	+17%	+$399K	0.15%	85
2021 Q2	$2.34M	Buy	5,848 +418	+8%	+$167K	0.14%	90
2021 Q1	$2.02M	Buy	5,430 +299	+6%	+$111K	0.09%	113
2020 Q4	$1.8M	Sell	5,131 -64	-1%	-$22.4K	0.09%	111
2020 Q3	$1.62M	Sell	5,195 -2,359	-31%	-$736K	0.14%	96
2020 Q2	$2.23M	Buy	7,554 +580	+8%	+$171K	0.2%	72
2020 Q1	$1.84M	Sell	6,974 -224	-3%	-$59.1K	0.2%	75
2019 Q4	$2.12M	Buy	7,198 +1,866	+35%	+$549K	0.21%	80
2019 Q3	$1.16M	Buy	5,332 +827	+18%	+$180K	0.13%	109
2019 Q2	$1.1M	Buy	4,505 +791	+21%	+$193K	0.13%	122
2019 Q1	$918K	Sell	3,714 -122	-3%	-$30.2K	0.11%	131
2018 Q4	$956K	Sell	3,836 -287	-7%	-$71.5K	0.13%	113
2018 Q3	$1.07M	Buy	4,123 +326	+9%	+$84.8K	0.14%	109
2018 Q2	$990K	Sell	3,797 -540	-12%	-$141K	0.14%	112
2018 Q1	$928K	Buy	4,337 +1,024	+31%	+$219K	0.15%	105
2017 Q4	$730K	Buy	3,313 +1,000	+43%	+$220K	0.12%	121
2017 Q3	$453K	Buy	+2,313	New	+$453K	0.1%	133