Vigilare Wealth Management’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 |
-490
| Closed | -$257K | – | 130 |
|
|
2025
Q1 | $257K | Sell |
490
-100
| -17% | -$52.4K | 0.1% | 82 |
|
|
2024
Q4 | $298K | Sell |
590
-755
| -56% | -$382K | 0.12% | 71 |
|
|
2024
Q3 | $787K | Sell |
1,345
-7
| -0.5% | -$4.09K | 0.32% | 40 |
|
|
2024
Q2 | $688K | Buy |
1,352
+136
| +11% | +$69.2K | 0.3% | 41 |
|
|
2024
Q1 | $602K | Sell |
1,216
-295
| -20% | -$146K | 0.3% | 43 |
|
|
2023
Q4 | $796K | Sell |
1,511
-3
| -0.2% | -$1.58K | 0.41% | 36 |
|
|
2023
Q3 | $763K | Sell |
1,514
-195
| -11% | -$98.3K | 0.49% | 29 |
|
|
2023
Q2 | $821K | Sell |
1,709
-367
| -18% | -$176K | 0.47% | 29 |
|
|
2023
Q1 | $981K | Sell |
2,076
-276
| -12% | -$130K | 0.55% | 29 |
|
|
2022
Q4 | $1.25M | Sell |
2,352
-29
| -1% | -$15.4K | 0.73% | 25 |
|
|
2022
Q3 | $1.2M | Buy |
2,381
+81
| +4% | +$40.9K | 1.55% | 16 |
|
|
2022
Q2 | $1.18M | Buy |
2,300
+54
| +2% | +$27.8K | 1.28% | 21 |
|
|
2022
Q1 | $1.15M | Buy |
2,246
+649
| +41% | +$331K | 0.94% | 26 |
|
|
2021
Q4 | $802K | Buy |
1,597
+727
| +84% | +$365K | 0.47% | 51 |
|
|
2021
Q3 | $340K | Sell |
870
-30
| -3% | -$11.7K | 0.21% | 135 |
|
|
2021
Q2 | $360K | Sell |
900
-75
| -8% | -$30K | 0.22% | 127 |
|
|
2021
Q1 | $363K | Sell |
975
-125
| -11% | -$46.5K | 0.26% | 108 |
|
|
2020
Q4 | $386K | Buy |
1,100
+150
| +16% | +$52.6K | 0.37% | 64 |
|
|
2020
Q3 | $296K | Hold |
950
| – | – | 0.31% | 76 |
|
|
2020
Q2 | $280K | Hold |
950
| – | – | 0.28% | 75 |
|
|
2020
Q1 | $237K | Hold |
950
| – | – | 0.28% | 88 |
|
|
2019
Q4 | $260K | Buy |
+950
| New | +$260K | 0.17% | 115 |
|