VCA
Verdence Capital Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Sell |
16,062
-2,707
| -14% | -$845K | 0.34% | 70 |
|
|
2025
Q1 | $9.83M | Buy |
18,769
+1,732
| +10% | +$907K | 0.75% | 25 |
|
|
2024
Q4 | $8.62M | Buy |
17,037
+80
| +0.5% | +$40.5K | 0.69% | 30 |
|
|
2024
Q3 | $9.91M | Buy |
16,957
+239
| +1% | +$140K | 0.79% | 21 |
|
|
2024
Q2 | $8.51M | Buy |
16,718
+134
| +0.8% | +$68.2K | 0.76% | 24 |
|
|
2024
Q1 | $8.2M | Sell |
16,584
-357
| -2% | -$177K | 0.75% | 26 |
|
|
2023
Q4 | $8.92M | Buy |
16,941
+342
| +2% | +$180K | 0.86% | 19 |
|
|
2023
Q3 | $8.37M | Buy |
16,599
+2,340
| +16% | +$1.18M | 0.91% | 19 |
|
|
2023
Q2 | $6.85M | Buy |
14,259
+78
| +0.6% | +$37.5K | 0.8% | 25 |
|
|
2023
Q1 | $6.7M | Buy |
14,181
+3,116
| +28% | +$1.47M | 0.81% | 23 |
|
|
2022
Q4 | $5.87M | Sell |
11,065
-2,427
| -18% | -$1.29M | 0.72% | 27 |
|
|
2022
Q3 | $6.81M | Sell |
13,492
-122
| -0.9% | -$61.6K | 0.94% | 17 |
|
|
2022
Q2 | $6.99M | Sell |
13,614
-336
| -2% | -$173K | 0.9% | 17 |
|
|
2022
Q1 | $7.11M | Buy |
13,950
+6,044
| +76% | +$3.08M | 0.81% | 25 |
|
|
2021
Q4 | $3.97M | Buy |
7,906
+5,597
| +242% | +$2.81M | 0.47% | 54 |
|
|
2021
Q3 | $902K | Buy |
2,309
+317
| +16% | +$124K | 0.12% | 183 |
|
|
2021
Q2 | $797K | Buy |
1,992
+80
| +4% | +$32K | 0.11% | 191 |
|
|
2021
Q1 | $712K | Buy |
1,912
+15
| +0.8% | +$5.59K | 0.12% | 178 |
|
|
2020
Q4 | $665K | Buy |
1,897
+37
| +2% | +$13K | 0.13% | 169 |
|
|
2020
Q3 | $580K | Buy |
1,860
+141
| +8% | +$44K | 0.13% | 173 |
|
|
2020
Q2 | $507K | Buy |
1,719
+53
| +3% | +$15.6K | 0.12% | 172 |
|
|
2020
Q1 | $416K | Buy |
1,666
+1
| +0.1% | +$250 | 0.12% | 177 |
|
|
2019
Q4 | $490K | Buy |
1,665
+18
| +1% | +$5.3K | 0.12% | 178 |
|
|
2019
Q3 | $358K | Buy |
1,647
+27
| +2% | +$5.87K | 0.1% | 207 |
|
|
2019
Q2 | $395K | Buy |
1,620
+3
| +0.2% | +$731 | 0.11% | 196 |
|
|
2019
Q1 | $400K | Buy |
1,617
+325
| +25% | +$80.4K | 0.11% | 180 |
|
|
2018
Q4 | $322K | Sell |
1,292
-10
| -0.8% | -$2.49K | 0.09% | 182 |
|
|
2018
Q3 | $346K | Sell |
1,302
-1,064
| -45% | -$283K | 0.09% | 192 |
|
|
2018
Q2 | $581K | Sell |
2,366
-116
| -5% | -$28.5K | 0.14% | 157 |
|
|
2018
Q1 | $531K | Buy |
2,482
+14
| +0.6% | +$3K | 0.13% | 159 |
|
|
2017
Q4 | $544K | Buy |
+2,468
| New | +$544K | 0.13% | 142 |
|