VDBMI
Van Den Berg Management I’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
18,843
+8,793
| +87% | +$2.74M | 1.67% | 24 |
|
|
2025
Q1 | $5.26M | Buy |
10,050
+522
| +5% | +$273K | 1.61% | 26 |
|
|
2024
Q4 | $4.82M | Buy |
9,528
+26
| +0.3% | +$13.2K | 1.39% | 28 |
|
|
2024
Q3 | $5.56M | Sell |
9,502
-657
| -6% | -$384K | 1.61% | 23 |
|
|
2024
Q2 | $5.17M | Buy |
10,159
+4,245
| +72% | +$2.16M | 1.54% | 24 |
|
|
2024
Q1 | $2.93M | Buy |
5,914
+3,195
| +118% | +$1.58M | 0.86% | 35 |
|
|
2023
Q4 | $1.43M | Sell |
2,719
-17
| -0.6% | -$8.95K | 0.48% | 40 |
|
|
2023
Q3 | $1.38M | Buy |
2,736
+1,335
| +95% | +$673K | 0.48% | 40 |
|
|
2023
Q2 | $673K | Buy |
+1,401
| New | +$673K | 0.24% | 59 |
|
|
2022
Q4 | – | Sell |
-2,776
| Closed | -$1.4M | – | 112 |
|
|
2022
Q3 | $1.4M | Sell |
2,776
-106
| -4% | -$53.5K | 0.42% | 43 |
|
|
2022
Q2 | $1.48M | Sell |
2,882
-290
| -9% | -$149K | 0.39% | 42 |
|
|
2022
Q1 | $1.62M | Sell |
3,172
-2,223
| -41% | -$1.13M | 0.36% | 42 |
|
|
2021
Q4 | $2.71M | Sell |
5,395
-121
| -2% | -$60.8K | 0.49% | 41 |
|
|
2021
Q3 | $2.16M | Hold |
5,516
| – | – | 0.42% | 42 |
|
|
2021
Q2 | $2.21M | Hold |
5,516
| – | – | 0.43% | 43 |
|
|
2021
Q1 | $2.05M | Buy |
5,516
+78
| +1% | +$29K | 0.45% | 40 |
|
|
2020
Q4 | $1.91M | Buy |
+5,438
| New | +$1.91M | 0.48% | 38 |
|