Violich Capital 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 | $9.23M | Sell |
29,600
-5,990
| -17% | -$1.87M | 1.3% | 20 |
|
|
2025
Q1 | $18.6M | Sell |
35,590
-165
| -0.5% | -$86.4K | 2.51% | 10 |
|
|
2024
Q4 | $18.1M | Sell |
35,755
-1,670
| -4% | -$845K | 2.35% | 10 |
|
|
2024
Q3 | $21.9M | Buy |
37,425
+310
| +0.8% | +$181K | 2.84% | 10 |
|
|
2024
Q2 | $18.9M | Buy |
37,115
+1,275
| +4% | +$649K | 2.55% | 10 |
|
|
2024
Q1 | $17.7M | Buy |
35,840
+1,990
| +6% | +$984K | 2.54% | 10 |
|
|
2023
Q4 | $17.8M | Sell |
33,850
-45
| -0.1% | -$23.7K | 2.89% | 8 |
|
|
2023
Q3 | $17.1M | Sell |
33,895
-1,845
| -5% | -$930K | 2.92% | 8 |
|
|
2023
Q2 | $17.2M | Sell |
35,740
-25
| -0.1% | -$12K | 2.77% | 9 |
|
|
2023
Q1 | $16.9M | Hold |
35,765
| – | – | 2.88% | 10 |
|
|
2022
Q4 | $19M | Sell |
35,765
-140
| -0.4% | -$74.2K | 3.37% | 9 |
|
|
2022
Q3 | $18.1M | Sell |
35,905
-15
| -0% | -$7.58K | 3.42% | 8 |
|
|
2022
Q2 | $18.5M | Sell |
35,920
-45
| -0.1% | -$23.1K | 3.23% | 9 |
|
|
2022
Q1 | $18.3M | Sell |
35,965
-170
| -0.5% | -$86.7K | 2.71% | 10 |
|
|
2021
Q4 | $18.1M | Buy |
36,135
+10
| +0% | +$5.02K | 2.61% | 10 |
|
|
2021
Q3 | $14.1M | Buy |
36,125
+800
| +2% | +$313K | 2.27% | 12 |
|
|
2021
Q2 | $14.1M | Sell |
35,325
-830
| -2% | -$332K | 2.37% | 11 |
|
|
2021
Q1 | $13.5M | Buy |
36,155
+830
| +2% | +$309K | 2.43% | 11 |
|
|
2020
Q4 | $12.4M | Buy |
35,325
+215
| +0.6% | +$75.4K | 2.39% | 13 |
|
|
2020
Q3 | $10.9M | Buy |
35,110
+130
| +0.4% | +$40.5K | 2.31% | 14 |
|
|
2020
Q2 | $10.3M | Buy |
34,980
+335
| +1% | +$98.8K | 2.26% | 14 |
|
|
2020
Q1 | $8.64M | Buy |
34,645
+35
| +0.1% | +$8.73K | 2.31% | 13 |
|
|
2019
Q4 | $10.2M | Buy |
34,610
+915
| +3% | +$269K | 2.22% | 14 |
|
|
2019
Q3 | $7.32M | Buy |
33,695
+9,530
| +39% | +$2.07M | 1.76% | 20 |
|
|
2019
Q2 | $5.9M | Buy |
24,165
+22,365
| +1,243% | +$5.46M | 1.45% | 22 |
|
|
2019
Q1 | $445K | Buy |
+1,800
| New | +$445K | 0.11% | 79 |
|