Virtue Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $398K | Buy |
1,521
+187
| +14% | +$55.7K | 0.06% | 220 |
|
|
2025
Q4 | $449K | Sell |
1,334
-3,822
| -74% | -$1.3M | 0.07% | 181 |
|
|
2025
Q3 | $1.76M | Buy |
5,156
+3,510
| +213% | +$1.06M | 0.28% | 57 |
|
|
2025
Q2 | $513K | Sell |
1,646
-2,256
| -58% | -$862K | 0.09% | 153 |
|
|
2025
Q1 | $2.05M | Buy |
3,902
+2,497
| +178% | +$1.28M | 0.24% | 76 |
|
|
2024
Q4 | $710K | Sell |
1,405
-232
| -14% | -$132K | 0.14% | 111 |
|
|
2024
Q3 | $957K | Buy |
1,637
+316
| +24% | +$179K | 0.19% | 83 |
|
|
2024
Q2 | $735K | Sell |
1,321
-176
| -12% | -$86.3K | 0.13% | 151 |
|
|
2024
Q1 | $660K | Buy |
+1,497
| New | +$761K | 0.12% | 163 |
|
|
2023
Q4 | – | Sell |
-2,915
| Closed | -$1.55M | – | 71 |
|
|
2023
Q3 | $1.37M | Hold |
2,915
| – | – | 0.23% | 77 |
|
|
2023
Q2 | $1.37M | Sell |
2,915
-117
| -4% | -$57.2K | 0.23% | 77 |
|
|
2023
Q1 | $1.46M | Sell |
3,032
-193
| -6% | -$93.1K | 0.24% | 69 |
|
|
2022
Q4 | $1.71M | Buy |
3,225
+1,842
| +133% | +$976K | 0.26% | 58 |
|
|
2022
Q3 | $698K | Sell |
1,383
-156
| -10% | -$82K | 0.11% | 80 |
|
|
2022
Q2 | $790K | Sell |
1,539
-8,900
| -85% | -$4.47M | 0.12% | 81 |
|
|
2022
Q1 | $5.32M | Sell |
10,439
-1,678
| -14% | -$809K | 0.84% | 22 |
|
|
2021
Q4 | $6.08M | Buy |
12,117
+833
| +7% | +$377K | 0.9% | 17 |
|
|
2021
Q3 | $4.41M | Sell |
11,284
-160
| -1% | -$66.3K | 0.78% | 19 |
|
|
2021
Q2 | $4.58M | Sell |
11,444
-197
| -2% | -$78.6K | 0.92% | 19 |
|
|
2021
Q1 | $4.33M | Buy |
11,641
+304
| +3% | +$105K | 1.02% | 12 |
|
|
2020
Q4 | $3.98M | Sell |
11,337
-396
| -3% | -$133K | 0.98% | 15 |
|
|
2020
Q3 | $3.66M | Sell |
11,733
-2
| -0% | -$614 | 0.9% | 23 |
|
|
2020
Q2 | $3.46M | Buy |
+11,735
| New | +$3.36M | 0.8% | 28 |
|
|
2020
Q1 | – | Sell |
-885
| Closed | -$260K | – | 200 |
|
|
2019
Q4 | $260K | Sell |
885
-5,228
| -86% | -$1.37M | 0.08% | 208 |
|
|
2019
Q3 | $1.33M | Buy |
6,113
+2,875
| +89% | +$694K | 0.44% | 73 |
|
|
2019
Q2 | $790K | Buy |
3,238
+2,285
| +240% | +$550K | 0.29% | 102 |
|
|
2019
Q1 | $236K | Buy |
953
+117
| +14% | +$29.8K | 0.08% | 96 |
|
|
2018
Q4 | $208K | Sell |
836
-740
| -47% | -$195K | 0.1% | 77 |
|
|
2018
Q3 | $419K | Buy |
1,576
+681
| +76% | +$177K | 0.09% | 198 |
|
|
2018
Q2 | $220K | Sell |
895
-12
| -1% | -$2.88K | 0.11% | 183 |
|
|
2018
Q1 | $213K | Buy |
907
+68
| +8% | +$15.5K | 0.11% | 180 |
|
|
2017
Q4 | $185K | Buy |
+839
| New | +$178K | 0.11% | 173 |
|
Other funds holding UNH
VCM
VPM
