Vision 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 | – | Sell |
-497
| Closed | -$260K | – | 148 |
|
|
2025
Q1 | $260K | Sell |
497
-40
| -7% | -$21K | 0.04% | 125 |
|
|
2024
Q4 | $272K | Buy |
+537
| New | +$272K | 0.04% | 115 |
|
|
2014
Q3 | – | Sell |
-245,284
| Closed | -$20.1M | – | 63 |
|
|
2014
Q2 | $20.1M | Sell |
245,284
-12,165
| -5% | -$994K | 2.4% | 27 |
|
|
2014
Q1 | $21.1M | Sell |
257,449
-26,120
| -9% | -$2.14M | 2.57% | 17 |
|
|
2013
Q4 | $21.4M | Sell |
283,569
-20,985
| -7% | -$1.58M | 2.54% | 16 |
|
|
2013
Q3 | $21.8M | Buy |
304,554
+65,786
| +28% | +$4.71M | 2.58% | 9 |
|
|
2013
Q2 | $15.6M | Buy |
+238,768
| New | +$15.6M | 2.51% | 13 |
|