Valley Wealth Managers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.56M | Buy |
+16,852
| New | +$5.02M | 0.29% | 78 |
|
|
2025
Q3 | – | Sell |
-9
| Closed | -$2.81K | – | 332 |
|
|
2025
Q2 | $2.81K | Sell |
9
-1,127
| -99% | -$431K | ﹤0.01% | 269 |
|
|
2025
Q1 | $595K | Sell |
1,136
-9
| -0.8% | -$4.6K | 0.05% | 146 |
|
|
2024
Q4 | $579K | Buy |
1,145
+72
| +7% | +$40.9K | 0.04% | 151 |
|
|
2024
Q3 | $627K | Sell |
1,073
-125
| -10% | -$70.7K | 0.05% | 147 |
|
|
2024
Q2 | $610K | Buy |
1,198
+49
| +4% | +$24K | 0.05% | 147 |
|
|
2024
Q1 | $568K | Buy |
1,149
+92
| +9% | +$46.8K | 0.04% | 140 |
|
|
2023
Q4 | $556K | Buy |
1,057
+7
| +0.7% | +$3.73K | 0.04% | 140 |
|
|
2023
Q3 | $529K | Buy |
1,050
+31
| +3% | +$15.3K | 0.04% | 143 |
|
|
2023
Q2 | $490K | Sell |
1,019
-459
| -31% | -$224K | 0.04% | 122 |
|
|
2023
Q1 | $698K | Sell |
1,478
-192
| -11% | -$92.7K | 0.06% | 115 |
|
|
2022
Q4 | $885K | Sell |
1,670
-201
| -11% | -$106K | 0.08% | 110 |
|
|
2022
Q3 | $944K | Sell |
1,871
-805
| -30% | -$423K | 0.09% | 108 |
|
|
2022
Q2 | $1.37M | Sell |
2,676
-317
| -11% | -$159K | 0.13% | 104 |
|
|
2022
Q1 | $1.53M | Buy |
2,993
+675
| +29% | +$326K | 0.13% | 102 |
|
|
2021
Q4 | $1.16M | Sell |
2,318
-20
| -0.9% | -$9.05K | 0.09% | 106 |
|
|
2021
Q3 | $914K | Sell |
2,338
-335
| -13% | -$139K | 0.08% | 109 |
|
|
2021
Q2 | $1.07M | Buy |
2,673
+21
| +0.8% | +$8.37K | 0.09% | 108 |
|
|
2021
Q1 | $987K | Sell |
2,652
-135
| -5% | -$46.8K | 0.09% | 107 |
|
|
2020
Q4 | $977K | Sell |
2,787
-71
| -2% | -$23.8K | 0.1% | 110 |
|
|
2020
Q3 | $891K | Sell |
2,858
-60
| -2% | -$18.4K | 0.1% | 107 |
|
|
2020
Q2 | $861K | Sell |
2,918
-261
| -8% | -$74.8K | 0.1% | 106 |
|
|
2020
Q1 | $793K | Sell |
3,179
-247
| -7% | -$68K | 0.1% | 99 |
|
|
2019
Q4 | $1.01M | Sell |
3,426
-30
| -0.9% | -$7.85K | 0.1% | 103 |
|
|
2019
Q3 | $751K | Sell |
3,456
-218
| -6% | -$52.6K | 0.08% | 112 |
|
|
2019
Q2 | $896K | Buy |
3,674
+437
| +14% | +$105K | 0.1% | 108 |
|
|
2019
Q1 | $800K | Sell |
3,237
-1,478
| -31% | -$377K | 0.09% | 121 |
|
|
2018
Q4 | $1.18M | Sell |
4,715
-155
| -3% | -$40.9K | 0.15% | 89 |
|
|
2018
Q3 | $1.3M | Buy |
4,870
+1,112
| +30% | +$289K | 0.15% | 85 |
|
|
2018
Q2 | $922K | Sell |
3,758
-25
| -0.7% | -$6K | 0.11% | 89 |
|
|
2018
Q1 | $810K | Sell |
3,783
-465
| -11% | -$106K | 0.1% | 88 |
|
|
2017
Q4 | $937K | Sell |
4,248
-110
| -3% | -$23.3K | 0.11% | 88 |
|
|
2017
Q3 | $854K | Sell |
4,358
-51
| -1% | -$9.85K | 0.11% | 87 |
|
|
2017
Q2 | $818K | Buy |
4,409
+342
| +8% | +$60K | 0.11% | 88 |
|
|
2017
Q1 | $667K | Buy |
4,067
+2,445
| +151% | +$400K | 0.09% | 99 |
|
|
2016
Q4 | $260K | Sell |
1,622
-374
| -19% | -$55.9K | 0.04% | 114 |
|
|
2016
Q3 | $279K | Buy |
1,996
+217
| +12% | +$30.4K | 0.04% | 114 |
|
|
2016
Q2 | $251K | Sell |
1,779
-92
| -5% | -$12.3K | 0.04% | 112 |
|
|
2016
Q1 | $241K | Buy |
+1,871
| New | +$221K | 0.04% | 105 |
|
Other funds holding UNH
VCM
VPM
