VAS
Vestmark Advisory Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
14,103
+1,942
| +16% | +$606K | 0.06% | 234 |
|
|
2025
Q1 | $6.37M | Buy |
12,161
+4,877
| +67% | +$2.55M | 0.16% | 164 |
|
|
2024
Q4 | $3.68M | Buy |
7,284
+1,764
| +32% | +$892K | 0.13% | 169 |
|
|
2024
Q3 | $3.23M | Buy |
5,520
+654
| +13% | +$382K | 0.12% | 182 |
|
|
2024
Q2 | $2.48M | Sell |
4,866
-66
| -1% | -$33.6K | 0.1% | 211 |
|
|
2024
Q1 | $2.44M | Sell |
4,932
-5,928
| -55% | -$2.93M | 0.11% | 222 |
|
|
2023
Q4 | $5.72M | Sell |
10,860
-868
| -7% | -$457K | 0.29% | 76 |
|
|
2023
Q3 | $5.91M | Sell |
11,728
-34,514
| -75% | -$17.4M | 0.43% | 45 |
|
|
2023
Q2 | $22.2M | Buy |
46,242
+1,102
| +2% | +$530K | 0.85% | 17 |
|
|
2023
Q1 | $21.3M | Buy |
45,140
+1,385
| +3% | +$655K | 0.92% | 12 |
|
|
2022
Q4 | $23.2M | Sell |
43,755
-950
| -2% | -$504K | 1.13% | 7 |
|
|
2022
Q3 | $22.6M | Sell |
44,705
-399
| -0.9% | -$202K | 1.26% | 7 |
|
|
2022
Q2 | $23.2M | Buy |
45,104
+4,796
| +12% | +$2.46M | 1.32% | 7 |
|
|
2022
Q1 | $20.6M | Buy |
40,308
+5,109
| +15% | +$2.61M | 1.16% | 9 |
|
|
2021
Q4 | $17.7M | Buy |
35,199
+1,630
| +5% | +$818K | 1% | 14 |
|
|
2021
Q3 | $13.1M | Buy |
33,569
+1,189
| +4% | +$465K | 0.89% | 17 |
|
|
2021
Q2 | $13M | Buy |
32,380
+389
| +1% | +$156K | 0.92% | 16 |
|
|
2021
Q1 | $11.9M | Buy |
31,991
+1,002
| +3% | +$373K | 1.06% | 14 |
|
|
2020
Q4 | $10.9M | Buy |
30,989
+1,651
| +6% | +$579K | 1.22% | 12 |
|
|
2020
Q3 | $9.15M | Buy |
29,338
+2,028
| +7% | +$632K | 1.23% | 8 |
|
|
2020
Q2 | $8.06M | Buy |
27,310
+367
| +1% | +$108K | 1.25% | 8 |
|
|
2020
Q1 | $6.72M | Sell |
26,943
-431
| -2% | -$107K | 1.31% | 7 |
|
|
2019
Q4 | $8.05M | Sell |
27,374
-43
| -0.2% | -$12.6K | 1.65% | 7 |
|
|
2019
Q3 | $5.96M | Sell |
27,417
-186
| -0.7% | -$40.4K | 0.97% | 12 |
|
|
2019
Q2 | $6.74M | Buy |
27,603
+1,789
| +7% | +$437K | 1.15% | 8 |
|
|
2019
Q1 | $6.38M | Buy |
+25,814
| New | +$6.38M | 1.14% | 8 |
|