VeraBank’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Buy |
1,716
+419
| +32% | +$131K | 0.11% | 120 |
|
|
2025
Q1 | $679K | Buy |
1,297
+6
| +0.5% | +$3.14K | 0.19% | 82 |
|
|
2024
Q4 | $653K | Sell |
1,291
-8
| -0.6% | -$4.05K | 0.18% | 82 |
|
|
2024
Q3 | $760K | Sell |
1,299
-13
| -1% | -$7.6K | 0.22% | 80 |
|
|
2024
Q2 | $668K | Sell |
1,312
-76
| -5% | -$38.7K | 0.21% | 84 |
|
|
2024
Q1 | $687K | Sell |
1,388
-15
| -1% | -$7.42K | 0.21% | 83 |
|
|
2023
Q4 | $739K | Buy |
1,403
+75
| +6% | +$39.5K | 0.25% | 76 |
|
|
2023
Q3 | $670K | Hold |
1,328
| – | – | 0.26% | 77 |
|
|
2023
Q2 | $638K | Buy |
1,328
+11
| +0.8% | +$5.29K | 0.25% | 79 |
|
|
2023
Q1 | $622K | Sell |
1,317
-231
| -15% | -$109K | 0.29% | 75 |
|
|
2022
Q4 | $821K | Buy |
1,548
+6
| +0.4% | +$3.18K | 0.41% | 56 |
|
|
2022
Q3 | $779K | Hold |
1,542
| – | – | 0.49% | 53 |
|
|
2022
Q2 | $792K | Buy |
1,542
+269
| +21% | +$138K | 0.46% | 55 |
|
|
2022
Q1 | $649K | Sell |
1,273
-21
| -2% | -$10.7K | 0.34% | 68 |
|
|
2021
Q4 | $650K | Buy |
1,294
+229
| +22% | +$115K | 0.33% | 68 |
|
|
2021
Q3 | $416K | Buy |
1,065
+260
| +32% | +$102K | 0.24% | 89 |
|
|
2021
Q2 | $322K | Buy |
805
+145
| +22% | +$58K | 0.19% | 94 |
|
|
2021
Q1 | $246K | Hold |
660
| – | – | 0.16% | 101 |
|
|
2020
Q4 | $232K | Sell |
660
-331
| -33% | -$116K | 0.16% | 96 |
|
|
2020
Q3 | $309K | Hold |
991
| – | – | 0.24% | 85 |
|
|
2020
Q2 | $292K | Sell |
991
-100
| -9% | -$29.5K | 0.24% | 89 |
|
|
2020
Q1 | $272K | Hold |
1,091
| – | – | 0.26% | 78 |
|
|
2019
Q4 | $320K | Hold |
1,091
| – | – | 0.26% | 78 |
|
|
2019
Q3 | $237K | Hold |
1,091
| – | – | 0.21% | 82 |
|
|
2019
Q2 | $266K | Hold |
1,091
| – | – | 0.25% | 77 |
|
|
2019
Q1 | $270K | Sell |
1,091
-35
| -3% | -$8.66K | 0.26% | 78 |
|
|
2018
Q4 | $280K | Buy |
+1,126
| New | +$280K | 0.3% | 75 |
|