Vest Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
17,018
+4,799
| +39% | +$1.5M | 0.08% | 150 |
|
|
2025
Q1 | $6.4M | Buy |
12,219
+5,176
| +73% | +$2.71M | 0.1% | 144 |
|
|
2024
Q4 | $3.56M | Buy |
7,043
+1,204
| +21% | +$609K | 0.06% | 123 |
|
|
2024
Q3 | $3.41M | Buy |
5,839
+3,667
| +169% | +$2.14M | 0.07% | 120 |
|
|
2024
Q2 | $1.11M | Buy |
2,172
+19
| +0.9% | +$9.68K | 0.03% | 166 |
|
|
2024
Q1 | $1.06M | Buy |
+2,153
| New | +$1.06M | 0.03% | 127 |
|
|
2023
Q1 | – | Sell |
-724
| Closed | -$384K | – | 128 |
|
|
2022
Q4 | $384K | Buy |
+724
| New | +$384K | 0.06% | 86 |
|