VWM
Venturi Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.74M | Sell |
11,990
-25,156
| -68% | -$7.85M | 0.18% | 79 |
|
|
2025
Q1 | $19.5M | Buy |
37,146
+5,393
| +17% | +$2.82M | 1.01% | 19 |
|
|
2024
Q4 | $16.1M | Buy |
31,753
+2,770
| +10% | +$1.4M | 0.79% | 30 |
|
|
2024
Q3 | $16.9M | Buy |
28,983
+2,138
| +8% | +$1.25M | 0.89% | 30 |
|
|
2024
Q2 | $13.7M | Buy |
26,845
+1,786
| +7% | +$910K | 0.81% | 31 |
|
|
2024
Q1 | $12.4M | Sell |
25,059
-357
| -1% | -$177K | 0.8% | 37 |
|
|
2023
Q4 | $13.4M | Sell |
25,416
-55
| -0.2% | -$29K | 0.95% | 22 |
|
|
2023
Q3 | $12.8M | Buy |
25,471
+1,982
| +8% | +$999K | 1.01% | 14 |
|
|
2023
Q2 | $11.3M | Sell |
23,489
-365
| -2% | -$175K | 0.91% | 22 |
|
|
2023
Q1 | $11.3M | Sell |
23,854
-79
| -0.3% | -$37.3K | 0.93% | 19 |
|
|
2022
Q4 | $12.7M | Sell |
23,933
-2,207
| -8% | -$1.17M | 1.12% | 13 |
|
|
2022
Q3 | $13.2M | Sell |
26,140
-1,957
| -7% | -$988K | 1.27% | 13 |
|
|
2022
Q2 | $14.4M | Sell |
28,097
-416
| -1% | -$214K | 1.29% | 15 |
|
|
2022
Q1 | $14.5M | Sell |
28,513
-1,503
| -5% | -$766K | 1.11% | 13 |
|
|
2021
Q4 | $15.1M | Sell |
30,016
-204
| -0.7% | -$102K | 1.14% | 15 |
|
|
2021
Q3 | $11.8M | Sell |
30,220
-1,089
| -3% | -$426K | 0.99% | 16 |
|
|
2021
Q2 | $12.5M | Buy |
31,309
+33
| +0.1% | +$13.2K | 1.11% | 13 |
|
|
2021
Q1 | $11.6M | Buy |
31,276
+35
| +0.1% | +$13K | 1.11% | 15 |
|
|
2020
Q4 | $11M | Sell |
31,241
-698
| -2% | -$245K | 1.13% | 14 |
|
|
2020
Q3 | $9.96M | Buy |
31,939
+1,109
| +4% | +$346K | 1.15% | 15 |
|
|
2020
Q2 | $9.09M | Sell |
30,830
-1,812
| -6% | -$534K | 1.22% | 16 |
|
|
2020
Q1 | $8.14M | Sell |
32,642
-2,943
| -8% | -$734K | 1.39% | 16 |
|
|
2019
Q4 | $10.5M | Buy |
35,585
+106
| +0.3% | +$31.2K | 1.27% | 20 |
|
|
2019
Q3 | $7.71M | Buy |
35,479
+925
| +3% | +$201K | 0.99% | 39 |
|
|
2019
Q2 | $8.43M | Buy |
34,554
+1,400
| +4% | +$342K | 1.14% | 31 |
|
|
2019
Q1 | $8.14M | Buy |
33,154
+2,810
| +9% | +$690K | 1.06% | 35 |
|
|
2018
Q4 | $7.19M | Buy |
30,344
+4,140
| +16% | +$981K | 1.16% | 23 |
|
|
2018
Q3 | $7.05M | Buy |
26,204
+593
| +2% | +$160K | 1.25% | 28 |
|
|
2018
Q2 | $6.7M | Sell |
25,611
-734
| -3% | -$192K | 1.25% | 22 |
|
|
2018
Q1 | $5.64M | Buy |
+26,345
| New | +$5.64M | 1.09% | 34 |
|