Vicus 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 | – | Sell |
-479
| Closed | -$251K | – | 279 |
|
|
2025
Q1 | $251K | Sell |
479
-62
| -11% | -$32.5K | 0.02% | 209 |
|
|
2024
Q4 | $274K | Buy |
541
+58
| +12% | +$29.4K | 0.02% | 190 |
|
|
2024
Q3 | $282K | Sell |
483
-1,521
| -76% | -$890K | 0.03% | 182 |
|
|
2024
Q2 | $1.02M | Buy |
2,004
+191
| +11% | +$97.3K | 0.09% | 99 |
|
|
2024
Q1 | $897K | Buy |
1,813
+1,334
| +278% | +$660K | 0.08% | 103 |
|
|
2023
Q4 | $252K | Sell |
479
-1,460
| -75% | -$769K | 0.03% | 185 |
|
|
2023
Q3 | $977K | Buy |
1,939
+1,415
| +270% | +$713K | 0.1% | 92 |
|
|
2023
Q2 | $252K | Buy |
524
+20
| +4% | +$9.62K | 0.03% | 187 |
|
|
2023
Q1 | $238K | Sell |
504
-81
| -14% | -$38.3K | 0.03% | 186 |
|
|
2022
Q4 | $310K | Sell |
585
-260
| -31% | -$138K | 0.04% | 163 |
|
|
2022
Q3 | $427K | Sell |
845
-9
| -1% | -$4.55K | 0.05% | 143 |
|
|
2022
Q2 | $439K | Buy |
854
+213
| +33% | +$109K | 0.05% | 151 |
|
|
2022
Q1 | $327K | Sell |
641
-57
| -8% | -$29.1K | 0.03% | 178 |
|
|
2021
Q4 | $301K | Buy |
+698
| New | +$301K | 0.03% | 179 |
|
|
2021
Q2 | – | Sell |
-1,545
| Closed | -$575K | – | 239 |
|
|
2021
Q1 | $575K | Buy |
1,545
+95
| +7% | +$35.4K | 0.07% | 139 |
|
|
2020
Q4 | $509K | Buy |
1,450
+212
| +17% | +$74.4K | 0.06% | 136 |
|
|
2020
Q3 | $386K | Buy |
1,238
+226
| +22% | +$70.5K | 0.05% | 144 |
|
|
2020
Q2 | $298K | Buy |
1,012
+148
| +17% | +$43.6K | 0.05% | 161 |
|
|
2020
Q1 | $216K | Sell |
864
-566
| -40% | -$142K | 0.04% | 169 |
|
|
2019
Q4 | $420K | Sell |
1,430
-97
| -6% | -$28.5K | 0.06% | 141 |
|
|
2019
Q3 | $332K | Buy |
1,527
+5
| +0.3% | +$1.09K | 0.05% | 185 |
|
|
2019
Q2 | $371K | Buy |
1,522
+194
| +15% | +$47.3K | 0.05% | 170 |
|
|
2019
Q1 | $328K | Buy |
1,328
+34
| +3% | +$8.4K | 0.05% | 173 |
|
|
2018
Q4 | $322K | Sell |
1,294
-41
| -3% | -$10.2K | 0.06% | 166 |
|
|
2018
Q3 | $355K | Buy |
1,335
+53
| +4% | +$14.1K | 0.06% | 173 |
|
|
2018
Q2 | $314K | Sell |
1,282
-20
| -2% | -$4.9K | 0.05% | 187 |
|
|
2018
Q1 | $279K | Buy |
+1,302
| New | +$279K | 0.05% | 205 |
|
|
2016
Q3 | – | Sell |
-1,429
| Closed | -$202K | – | 225 |
|
|
2016
Q2 | $202K | Buy |
+1,429
| New | +$202K | 0.05% | 185 |
|