Venture Visionary Partners’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 | $2.62M | Sell |
9,691
-1,469
| -13% | -$437K | 0.09% | 189 |
|
|
2025
Q4 | $3.79M | Buy |
11,160
+550
| +5% | +$186K | 0.12% | 154 |
|
|
2025
Q3 | $3.66M | Sell |
10,610
-7,686
| -42% | -$2.32M | 0.13% | 152 |
|
|
2025
Q2 | $5.71M | Buy |
18,296
+2,967
| +19% | +$1.13M | 0.21% | 112 |
|
|
2025
Q1 | $8.03M | Sell |
15,329
-2,455
| -14% | -$1.26M | 0.34% | 80 |
|
|
2024
Q4 | $9M | Sell |
17,784
-122
| -0.7% | -$69.3K | 0.38% | 69 |
|
|
2024
Q3 | $10.5M | Sell |
17,906
-789
| -4% | -$446K | 0.45% | 60 |
|
|
2024
Q2 | $9.52M | Buy |
18,695
+748
| +4% | +$367K | 0.44% | 61 |
|
|
2024
Q1 | $8.88M | Sell |
17,947
-2,301
| -11% | -$1.17M | 0.42% | 60 |
|
|
2023
Q4 | $10.7M | Buy |
20,248
+221
| +1% | +$118K | 0.56% | 44 |
|
|
2023
Q3 | $10.1M | Buy |
20,027
+123
| +0.6% | +$60.5K | 0.61% | 36 |
|
|
2023
Q2 | $9.57M | Buy |
19,904
+1,464
| +8% | +$716K | 0.56% | 40 |
|
|
2023
Q1 | $8.72M | Buy |
18,440
+1,301
| +8% | +$628K | 0.55% | 45 |
|
|
2022
Q4 | $9.09M | Buy |
17,139
+2,778
| +19% | +$1.47M | 0.66% | 34 |
|
|
2022
Q3 | $7.25M | Buy |
14,361
+74
| +0.5% | +$38.9K | 0.59% | 42 |
|
|
2022
Q2 | $7.34M | Buy |
14,287
+500
| +4% | +$251K | 0.56% | 44 |
|
|
2022
Q1 | $7.03M | Buy |
13,787
+1,469
| +12% | +$709K | 0.47% | 55 |
|
|
2021
Q4 | $6.19M | Buy |
12,318
+439
| +4% | +$199K | 0.4% | 61 |
|
|
2021
Q3 | $4.64M | Buy |
11,879
+1,168
| +11% | +$484K | 0.33% | 73 |
|
|
2021
Q2 | $4.29M | Sell |
10,711
-1,042
| -9% | -$415K | 0.34% | 71 |
|
|
2021
Q1 | $4.37M | Buy |
11,753
+2,404
| +26% | +$833K | 0.37% | 63 |
|
|
2020
Q4 | $3.28M | Buy |
9,349
+5,299
| +131% | +$1.78M | 0.36% | 59 |
|
|
2020
Q3 | $1.29M | Buy |
4,050
+711
| +21% | +$218K | 0.31% | 52 |
|
|
2020
Q2 | $984K | Sell |
3,339
-12
| -0.4% | -$3.44K | 0.29% | 51 |
|
|
2020
Q1 | $835K | Buy |
3,351
+185
| +6% | +$50.9K | 0.31% | 49 |
|
|
2019
Q4 | $930K | Buy |
+3,166
| New | +$828K | 0.28% | 55 |
|
Other funds holding UNH
VCM
VPM
