VIP
Vantage Investment Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.4M | Buy |
289,696
+148,945
| +106% | +$46.5M | 6.58% | 1 |
|
|
2025
Q1 | $73.7M | Sell |
140,751
-5,016
| -3% | -$2.63M | 6.19% | 1 |
|
|
2024
Q4 | $73.7M | Sell |
145,767
-8,363
| -5% | -$4.23M | 6.43% | 1 |
|
|
2024
Q3 | $90.1M | Buy |
154,130
+3,909
| +3% | +$2.29M | 7.57% | 1 |
|
|
2024
Q2 | $76.5M | Sell |
150,221
-1,886
| -1% | -$960K | 6.94% | 1 |
|
|
2024
Q1 | $75.2M | Buy |
152,107
+45,173
| +42% | +$22.3M | 6.72% | 2 |
|
|
2023
Q4 | $56.3M | Buy |
106,934
+22,610
| +27% | +$11.9M | 5.61% | 1 |
|
|
2023
Q3 | $42.5M | Buy |
84,324
+9,979
| +13% | +$5.03M | 5.57% | 2 |
|
|
2023
Q2 | $35.7M | Sell |
74,345
-1,444
| -2% | -$694K | 4.63% | 3 |
|
|
2023
Q1 | $35.7M | Buy |
75,789
+9,007
| +13% | +$4.24M | 4.88% | 2 |
|
|
2022
Q4 | $35.4M | Buy |
66,782
+165
| +0.2% | +$87.5K | 5.49% | 2 |
|
|
2022
Q3 | $33.6M | Sell |
66,617
-173,469
| -72% | -$87.6M | 5.28% | 4 |
|
|
2022
Q2 | $123M | Sell |
240,086
-3,570
| -1% | -$1.83M | 9.85% | 1 |
|
|
2022
Q1 | $124M | Sell |
243,656
-5,598
| -2% | -$2.85M | 6.2% | 4 |
|
|
2021
Q4 | $125M | Sell |
249,254
-33,460
| -12% | -$16.8M | 6.4% | 3 |
|
|
2021
Q3 | $110M | Sell |
282,714
-64,913
| -19% | -$25.4M | 5.75% | 5 |
|
|
2021
Q2 | $139M | Sell |
347,627
-287,308
| -45% | -$115M | 6.67% | 3 |
|
|
2021
Q1 | $236M | Sell |
634,935
-4,440
| -0.7% | -$1.65M | 11.51% | 1 |
|
|
2020
Q4 | $224M | Buy |
639,375
+138,846
| +28% | +$48.7M | 12.98% | 1 |
|
|
2020
Q3 | $156M | Sell |
500,529
-22,905
| -4% | -$7.14M | 9.78% | 2 |
|
|
2020
Q2 | $154M | Sell |
523,434
-43,621
| -8% | -$12.9M | 11.65% | 2 |
|
|
2020
Q1 | $141M | Buy |
567,055
+153,467
| +37% | +$38.3M | 12.27% | 2 |
|
|
2019
Q4 | $122M | Buy |
413,588
+14,520
| +4% | +$4.27M | 9.97% | 2 |
|
|
2019
Q3 | $86.7M | Buy |
399,068
+218,729
| +121% | +$47.5M | 9.01% | 2 |
|
|
2019
Q2 | $44M | Buy |
+180,339
| New | +$44M | 5.03% | 4 |
|