VIA
Virtus Investment Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-324
| Closed | -$160K | – | 376 |
|
|
2024
Q1 | $160K | Sell |
324
-114
| -26% | -$56.4K | 0.11% | 209 |
|
|
2023
Q4 | $231K | Buy |
438
+80
| +22% | +$42.1K | 0.17% | 164 |
|
|
2023
Q3 | $181K | Buy |
358
+115
| +47% | +$58K | 0.12% | 186 |
|
|
2023
Q2 | $117K | Hold |
243
| – | – | 0.08% | 237 |
|
|
2023
Q1 | $115K | Hold |
243
| – | – | 0.08% | 238 |
|
|
2022
Q4 | $129K | Hold |
243
| – | – | 0.09% | 253 |
|
|
2022
Q3 | $123K | Buy |
+243
| New | +$123K | 0.06% | 266 |
|
|
2018
Q1 | – | Sell |
-23,573
| Closed | -$5.2M | – | 411 |
|
|
2017
Q4 | $5.2M | Sell |
23,573
-3,477
| -13% | -$767K | 0.57% | 48 |
|
|
2017
Q3 | $5.3M | Sell |
27,050
-4,036
| -13% | -$790K | 0.56% | 49 |
|
|
2017
Q2 | $5.76M | Sell |
31,086
-7,086
| -19% | -$1.31M | 0.56% | 53 |
|
|
2017
Q1 | $6.26M | Sell |
38,172
-1,384
| -3% | -$227K | 0.55% | 51 |
|
|
2016
Q4 | $6.33M | Sell |
39,556
-36,051
| -48% | -$5.77M | 0.49% | 58 |
|
|
2016
Q3 | $10.6M | Buy |
+75,607
| New | +$10.6M | 0.68% | 31 |
|