VHAM
Van Hulzen Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
5,571
-179
| -3% | -$55.8K | 0.15% | 112 |
|
|
2025
Q1 | $3.01M | Sell |
5,750
-16,531
| -74% | -$8.66M | 0.27% | 72 |
|
|
2024
Q4 | $11.3M | Buy |
22,281
+384
| +2% | +$194K | 0.82% | 33 |
|
|
2024
Q3 | $12.8M | Sell |
21,897
-4,119
| -16% | -$2.41M | 0.93% | 30 |
|
|
2024
Q2 | $13.2M | Buy |
26,016
+139
| +0.5% | +$70.8K | 0.89% | 34 |
|
|
2024
Q1 | $12.8M | Buy |
25,877
+1,495
| +6% | +$740K | 0.85% | 40 |
|
|
2023
Q4 | $12.8M | Buy |
24,382
+3,135
| +15% | +$1.65M | 0.9% | 36 |
|
|
2023
Q3 | $10.7M | Buy |
21,247
+13,914
| +190% | +$7.01M | 0.82% | 40 |
|
|
2023
Q2 | $3.52M | Buy |
7,333
+877
| +14% | +$421K | 0.3% | 68 |
|
|
2023
Q1 | $3.05M | Buy |
6,456
+2,605
| +68% | +$1.23M | 0.29% | 70 |
|
|
2022
Q4 | $2.04M | Buy |
3,851
+8
| +0.2% | +$4.24K | 0.24% | 88 |
|
|
2022
Q3 | $1.94M | Sell |
3,843
-67
| -2% | -$33.8K | 0.24% | 87 |
|
|
2022
Q2 | $2.01M | Sell |
3,910
-108
| -3% | -$55.5K | 0.24% | 86 |
|
|
2022
Q1 | $2.05M | Buy |
4,018
+118
| +3% | +$60.2K | 0.22% | 85 |
|
|
2021
Q4 | $1.96M | Buy |
3,900
+189
| +5% | +$94.9K | 0.21% | 86 |
|
|
2021
Q3 | $1.45M | Sell |
3,711
-2
| -0.1% | -$781 | 0.22% | 78 |
|
|
2021
Q2 | $1.49M | Buy |
3,713
+61
| +2% | +$24.4K | 0.22% | 75 |
|
|
2021
Q1 | $1.36M | Sell |
3,652
-397
| -10% | -$148K | 0.22% | 77 |
|
|
2020
Q4 | $1.42M | Sell |
4,049
-158
| -4% | -$55.4K | 0.22% | 80 |
|
|
2020
Q3 | $1.31M | Sell |
4,207
-1,578
| -27% | -$492K | 0.2% | 89 |
|
|
2020
Q2 | $1.71M | Buy |
5,785
+495
| +9% | +$146K | 0.26% | 67 |
|
|
2020
Q1 | $1.32M | Sell |
5,290
-586
| -10% | -$146K | 0.28% | 70 |
|
|
2019
Q4 | $1.73M | Sell |
5,876
-110
| -2% | -$32.3K | 0.33% | 69 |
|
|
2019
Q3 | $1.3M | Sell |
5,986
-18
| -0.3% | -$3.91K | 0.27% | 74 |
|
|
2019
Q2 | $1.47M | Buy |
6,004
+4,839
| +415% | +$1.18M | 0.32% | 64 |
|
|
2019
Q1 | $288K | Buy |
1,165
+26
| +2% | +$6.43K | 0.08% | 182 |
|
|
2018
Q4 | $284K | Buy |
1,139
+50
| +5% | +$12.5K | 0.08% | 173 |
|
|
2018
Q3 | $290K | Hold |
1,089
| – | – | 0.08% | 169 |
|
|
2018
Q2 | $267K | Hold |
1,089
| – | – | 0.08% | 162 |
|
|
2018
Q1 | $233K | Buy |
1,089
+12
| +1% | +$2.57K | 0.07% | 170 |
|
|
2017
Q4 | $237K | Buy |
+1,077
| New | +$237K | 0.07% | 184 |
|
|
2016
Q4 | – | Sell |
-735
| Closed | -$103K | – | 166 |
|
|
2016
Q3 | $103K | Hold |
735
| – | – | 0.06% | 151 |
|
|
2016
Q2 | $104K | Buy |
+735
| New | +$104K | 0.06% | 135 |
|