VPI
Value Partners Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
15,206
+4,089
| +37% | +$1.28M | 0.37% | 31 |
|
|
2025
Q1 | $5.83M | Buy |
11,117
+2,453
| +28% | +$1.29M | 0.5% | 28 |
|
|
2024
Q4 | $5.34M | Sell |
8,664
-14,868
| -63% | -$9.16M | 1.24% | 33 |
|
|
2024
Q3 | $16.2M | Buy |
23,532
+11,935
| +103% | +$8.21M | 0.56% | 25 |
|
|
2024
Q2 | $5.9M | Buy |
11,597
+75
| +0.7% | +$38.2K | 0.51% | 25 |
|
|
2024
Q1 | $5.69M | Buy |
11,522
+650
| +6% | +$321K | 0.47% | 24 |
|
|
2023
Q4 | $5.71M | Sell |
10,872
-1,366
| -11% | -$718K | 0.46% | 25 |
|
|
2023
Q3 | $6.18M | Buy |
12,238
+161
| +1% | +$81.2K | 0.51% | 23 |
|
|
2023
Q2 | $5.8M | Buy |
12,077
+48
| +0.4% | +$23.1K | 0.47% | 25 |
|
|
2023
Q1 | $5.68M | Sell |
12,029
-1,460
| -11% | -$690K | 0.47% | 22 |
|
|
2022
Q4 | $7.15M | Buy |
13,489
+165
| +1% | +$87.5K | 0.62% | 20 |
|
|
2022
Q3 | $6.74M | Sell |
13,324
-1,368
| -9% | -$692K | 0.67% | 19 |
|
|
2022
Q2 | $7.54M | Sell |
14,692
-1,337
| -8% | -$687K | 0.7% | 20 |
|
|
2022
Q1 | $8.17M | Sell |
16,029
-1,924
| -11% | -$981K | 0.69% | 19 |
|
|
2021
Q4 | $8.98M | Sell |
17,953
-13,477
| -43% | -$6.74M | 0.73% | 20 |
|
|
2021
Q3 | $12.2M | Buy |
31,430
+200
| +0.6% | +$77.7K | 1.04% | 21 |
|
|
2021
Q2 | $12.5M | Sell |
31,230
-1,940
| -6% | -$776K | 1.02% | 20 |
|
|
2021
Q1 | $12.3M | Sell |
33,170
-1,361
| -4% | -$506K | 1.07% | 21 |
|
|
2020
Q4 | $12.1M | Sell |
34,531
-5,630
| -14% | -$1.98M | 1.07% | 21 |
|
|
2020
Q3 | $12.5M | Buy |
40,161
+10,442
| +35% | +$3.26M | 1.27% | 18 |
|
|
2020
Q2 | $8.76M | Buy |
+29,719
| New | +$8.76M | 0.9% | 20 |
|