Vigilant Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $42M | Buy |
87,318
+4,695
| +6% | +$2.26M | 3.14% | 7 |
|
2023
Q1 | $39M | Buy |
82,623
+3,113
| +4% | +$1.47M | 3.17% | 6 |
|
2022
Q4 | $42.2M | Sell |
79,510
-2,321
| -3% | -$1.23M | 3.6% | 1 |
|
2022
Q3 | $41.3M | Sell |
81,831
-1,366
| -2% | -$690K | 3.88% | 1 |
|
2022
Q2 | $42.7M | Sell |
83,197
-2,904
| -3% | -$1.49M | 3.69% | 1 |
|
2022
Q1 | $43.9M | Sell |
86,101
-3,193
| -4% | -$1.63M | 3.35% | 3 |
|
2021
Q4 | $44.8M | Buy |
89,294
+575
| +0.6% | +$289K | 3.14% | 5 |
|
2021
Q3 | $34.7M | Buy |
88,719
+942
| +1% | +$368K | 2.78% | 8 |
|
2021
Q2 | $35.1M | Sell |
87,777
-605
| -0.7% | -$242K | 2.84% | 7 |
|
2021
Q1 | $32.9M | Buy |
88,382
+2,363
| +3% | +$879K | 2.92% | 7 |
|
2020
Q4 | $30.2M | Buy |
86,019
+1,902
| +2% | +$667K | 2.89% | 6 |
|
2020
Q3 | $26.2M | Buy |
84,117
+2,760
| +3% | +$860K | 2.87% | 7 |
|
2020
Q2 | $24M | Buy |
81,357
+2,619
| +3% | +$772K | 2.92% | 7 |
|
2020
Q1 | $19.6M | Buy |
78,738
+5,808
| +8% | +$1.45M | 2.86% | 6 |
|
2019
Q4 | $21.4M | Sell |
72,930
-8,671
| -11% | -$2.55M | 2.48% | 7 |
|
2019
Q3 | $17.7M | Buy |
81,601
+4,936
| +6% | +$1.07M | 2.31% | 11 |
|
2019
Q2 | $18.7M | Buy |
76,665
+7,870
| +11% | +$1.92M | 2.5% | 7 |
|
2019
Q1 | $17M | Buy |
68,795
+8,351
| +14% | +$2.06M | 2.37% | 8 |
|
2018
Q4 | $15.1M | Buy |
60,444
+1,918
| +3% | +$478K | 2.39% | 10 |
|
2018
Q3 | $15.6M | Buy |
58,526
+261
| +0.4% | +$69.4K | 2.08% | 14 |
|
2018
Q2 | $14.3M | Sell |
58,265
-3,133
| -5% | -$769K | 2.07% | 14 |
|
2018
Q1 | $13.1M | Buy |
61,398
+1,395
| +2% | +$299K | 1.87% | 21 |
|
2017
Q4 | $13.2M | Buy |
60,003
+1,219
| +2% | +$269K | 1.74% | 16 |
|
2017
Q3 | $11.5M | Buy |
58,784
+5,190
| +10% | +$1.02M | 1.72% | 20 |
|
2017
Q2 | $9.94M | Buy |
53,594
+932
| +2% | +$173K | 1.62% | 25 |
|
2017
Q1 | $8.64M | Buy |
52,662
+815
| +2% | +$134K | 1.5% | 32 |
|
2016
Q4 | $8.3M | Sell |
51,847
-145
| -0.3% | -$23.2K | 1.46% | 32 |
|
2016
Q3 | $7.28M | Buy |
51,992
+742
| +1% | +$104K | 1.29% | 42 |
|
2016
Q2 | $7.24M | Buy |
+51,250
| New | +$7.24M | 1.38% | 39 |
|
2014
Q3 | – | Sell |
-400
| Closed | -$33K | – | 326 |
|
2014
Q2 | $33K | Hold |
400
| – | – | 0.01% | 175 |
|
2014
Q1 | $33K | Hold |
400
| – | – | 0.01% | 181 |
|
2013
Q4 | $30K | Hold |
400
| – | – | 0.01% | 182 |
|
2013
Q3 | $29K | Hold |
400
| – | – | 0.01% | 158 |
|
2013
Q2 | $26K | Buy |
+400
| New | +$26K | 0.01% | 170 |
|