Visionary Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
8,110
+7,042
| +659% | +$2.2M | 0.13% | 168 |
|
|
2025
Q1 | $559K | Sell |
1,068
-86
| -7% | -$45K | 0.03% | 329 |
|
|
2024
Q4 | $584K | Sell |
1,154
-20
| -2% | -$10.1K | 0.03% | 330 |
|
|
2024
Q3 | $686K | Buy |
1,174
+53
| +5% | +$31K | 0.04% | 304 |
|
|
2024
Q2 | $571K | Sell |
1,121
-21
| -2% | -$10.7K | 0.04% | 307 |
|
|
2024
Q1 | $565K | Sell |
1,142
-90
| -7% | -$44.5K | 0.04% | 307 |
|
|
2023
Q4 | $649K | Buy |
1,232
+38
| +3% | +$20K | 0.05% | 272 |
|
|
2023
Q3 | $602K | Sell |
1,194
-83
| -6% | -$41.9K | 0.05% | 271 |
|
|
2023
Q2 | $614K | Sell |
1,277
-30
| -2% | -$14.4K | 0.05% | 263 |
|
|
2023
Q1 | $618K | Sell |
1,307
-83
| -6% | -$39.2K | 0.05% | 252 |
|
|
2022
Q4 | $737K | Buy |
1,390
+118
| +9% | +$62.6K | 0.07% | 200 |
|
|
2022
Q3 | $643K | Sell |
1,272
-85
| -6% | -$43K | 0.07% | 195 |
|
|
2022
Q2 | $697K | Sell |
1,357
-319
| -19% | -$164K | 0.06% | 202 |
|
|
2022
Q1 | $855K | Buy |
1,676
+42
| +3% | +$21.4K | 0.07% | 188 |
|
|
2021
Q4 | $820K | Buy |
1,634
+365
| +29% | +$183K | 0.07% | 179 |
|
|
2021
Q3 | $496K | Sell |
1,269
-189
| -13% | -$73.9K | 0.05% | 187 |
|
|
2021
Q2 | $584K | Buy |
1,458
+38
| +3% | +$15.2K | 0.06% | 189 |
|
|
2021
Q1 | $528K | Buy |
1,420
+30
| +2% | +$11.2K | 0.06% | 193 |
|
|
2020
Q4 | $488K | Buy |
1,390
+150
| +12% | +$52.7K | 0.05% | 186 |
|
|
2020
Q3 | $387K | Buy |
1,240
+416
| +50% | +$130K | 0.05% | 176 |
|
|
2020
Q2 | $243K | Buy |
+824
| New | +$243K | 0.04% | 199 |
|
|
2020
Q1 | – | Sell |
-888
| Closed | -$261K | – | 226 |
|
|
2019
Q4 | $261K | Buy |
+888
| New | +$261K | 0.05% | 179 |
|