Vestor Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $58K | Sell |
562
-15,523
| -97% | -$1.6M | ﹤0.01% | 240 |
|
2025
Q1 | $8.42M | Sell |
16,085
-14
| -0.1% | -$7.33K | 0.69% | 43 |
|
2024
Q4 | $8.14M | Buy |
16,099
+37
| +0.2% | +$18.7K | 0.62% | 39 |
|
2024
Q3 | $9.39M | Sell |
16,062
-29,300
| -65% | -$17.1M | 0.74% | 33 |
|
2024
Q2 | $23.1M | Buy |
45,362
+33,895
| +296% | +$17.3M | 1.86% | 14 |
|
2024
Q1 | $5.67M | Sell |
11,467
-247
| -2% | -$122K | 0.48% | 53 |
|
2023
Q4 | $6.17M | Sell |
11,714
-104
| -0.9% | -$54.8K | 0.59% | 48 |
|
2023
Q3 | $5.96M | Sell |
11,818
-38,621
| -77% | -$19.5M | 0.65% | 44 |
|
2023
Q2 | $24.2M | Buy |
50,439
+508
| +1% | +$244K | 2.56% | 9 |
|
2023
Q1 | $23.6M | Sell |
49,931
-9,886
| -17% | -$4.67M | 2.77% | 5 |
|
2022
Q4 | $31.7M | Sell |
59,817
-716
| -1% | -$380K | 3.82% | 3 |
|
2022
Q3 | $30.6M | Buy |
60,533
+421
| +0.7% | +$213K | 4.01% | 3 |
|
2022
Q2 | $30.9M | Buy |
60,112
+109
| +0.2% | +$56K | 3.74% | 3 |
|
2022
Q1 | $30.6M | Buy |
60,003
+983
| +2% | +$501K | 3.04% | 5 |
|
2021
Q4 | $29.6M | Buy |
59,020
+28,006
| +90% | +$14.1M | 2.83% | 6 |
|
2021
Q3 | $12.1M | Buy |
31,014
+9,095
| +41% | +$3.55M | 1.26% | 28 |
|
2021
Q2 | $8.78M | Buy |
21,919
+6,975
| +47% | +$2.79M | 0.92% | 39 |
|
2021
Q1 | $5.56M | Buy |
14,944
+367
| +3% | +$137K | 0.64% | 47 |
|
2020
Q4 | $5.11M | Buy |
14,577
+269
| +2% | +$94.3K | 0.62% | 44 |
|
2020
Q3 | $4.46M | Buy |
+14,308
| New | +$4.46M | 0.63% | 47 |
|
2020
Q1 | $4.9M | Buy |
19,658
+1,158
| +6% | +$289K | 0.96% | 41 |
|
2019
Q4 | $5.44M | Sell |
18,500
-508
| -3% | -$149K | 0.82% | 42 |
|
2019
Q3 | $4.13M | Sell |
19,008
-38,235
| -67% | -$8.31M | 0.7% | 47 |
|
2019
Q2 | $14M | Buy |
57,243
+658
| +1% | +$161K | 2.46% | 16 |
|
2019
Q1 | $14M | Sell |
56,585
-7,532
| -12% | -$1.86M | 2.56% | 12 |
|
2018
Q4 | $16M | Buy |
64,117
+26,033
| +68% | +$6.49M | 3.48% | 6 |
|
2018
Q3 | $10.1M | Sell |
38,084
-1,007
| -3% | -$268K | 1.96% | 22 |
|
2018
Q2 | $9.59M | Sell |
39,091
-280
| -0.7% | -$68.7K | 1.95% | 18 |
|
2018
Q1 | $8.43M | Sell |
39,371
-32,573
| -45% | -$6.97M | 1.75% | 24 |
|
2017
Q4 | $15.9M | Sell |
71,944
-71,108
| -50% | -$15.7M | 3.42% | 2 |
|
2017
Q3 | $28M | Buy |
143,052
+88,904
| +164% | +$17.4M | 6.29% | 1 |
|
2017
Q2 | $10M | Sell |
54,148
-1
| -0% | -$185 | 2.44% | 10 |
|
2017
Q1 | $8.88M | Sell |
54,149
-12,415
| -19% | -$2.04M | 1.93% | 17 |
|
2016
Q4 | $10.7M | Sell |
66,564
-345
| -0.5% | -$55.2K | 2.83% | 6 |
|
2016
Q3 | $9.37M | Buy |
66,909
+815
| +1% | +$114K | 2.56% | 9 |
|
2016
Q2 | $9.33M | Sell |
66,094
-20,090
| -23% | -$2.84M | 2.65% | 7 |
|
2016
Q1 | $11.1M | Buy |
86,184
+1,307
| +2% | +$168K | 3.24% | 4 |
|
2015
Q4 | $9.99M | Sell |
84,877
-400
| -0.5% | -$47.1K | 2.94% | 7 |
|
2015
Q3 | $9.89M | Buy |
85,277
+1,905
| +2% | +$221K | 3.14% | 5 |
|
2015
Q2 | $10.2M | Sell |
83,372
-1,125
| -1% | -$137K | 3.06% | 6 |
|
2015
Q1 | $10M | Sell |
84,497
-1,699
| -2% | -$201K | 3.34% | 7 |
|
2014
Q4 | $8.71M | Buy |
86,196
+36,125
| +72% | +$3.65M | 2.55% | 11 |
|
2014
Q3 | $4.32M | Sell |
50,071
-38
| -0.1% | -$3.28K | 1.43% | 31 |
|
2014
Q2 | $4.1M | Sell |
50,109
-410
| -0.8% | -$33.5K | 1.39% | 32 |
|
2014
Q1 | $4.14M | Buy |
50,519
+283
| +0.6% | +$23.2K | 1.47% | 31 |
|
2013
Q4 | $3.78M | Hold |
50,236
| – | – | 1.37% | 34 |
|
2013
Q3 | $3.6M | Sell |
50,236
-873
| -2% | -$62.5K | 1.46% | 33 |
|
2013
Q2 | $3.35M | Buy |
+51,109
| New | +$3.35M | 1.45% | 34 |
|