VisionPoint Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
1,189
+572
| +93% | +$178K | 0.08% | 235 |
|
|
2025
Q1 | $323K | Buy |
617
+136
| +28% | +$71.2K | 0.11% | 162 |
|
|
2024
Q4 | $243K | Sell |
481
-102
| -17% | -$51.5K | 0.08% | 165 |
|
|
2024
Q3 | $341K | Sell |
583
-10
| -2% | -$5.85K | 0.12% | 133 |
|
|
2024
Q2 | $302K | Buy |
593
+79
| +15% | +$40.2K | 0.11% | 138 |
|
|
2024
Q1 | $254K | Sell |
514
-52
| -9% | -$25.7K | 0.09% | 151 |
|
|
2023
Q4 | $298K | Sell |
566
-201
| -26% | -$106K | 0.11% | 130 |
|
|
2023
Q3 | $387K | Buy |
767
+185
| +32% | +$93.3K | 0.17% | 104 |
|
|
2023
Q2 | $280K | Buy |
582
+21
| +4% | +$10.1K | 0.11% | 118 |
|
|
2023
Q1 | $273K | Buy |
561
+18
| +3% | +$8.77K | 0.12% | 127 |
|
|
2022
Q4 | $269K | Sell |
543
-102
| -16% | -$50.5K | 0.11% | 113 |
|
|
2022
Q3 | $326K | Buy |
645
+39
| +6% | +$19.7K | 0.16% | 66 |
|
|
2022
Q2 | $323K | Buy |
+606
| New | +$323K | 0.13% | 78 |
|
|
2020
Q1 | – | Sell |
-966
| Closed | -$284K | – | 146 |
|
|
2019
Q4 | $284K | Sell |
966
-37
| -4% | -$10.9K | 0.12% | 93 |
|
|
2019
Q3 | $220K | Buy |
1,003
+21
| +2% | +$4.61K | 0.06% | 123 |
|
|
2019
Q2 | $240K | Buy |
+982
| New | +$240K | 0.07% | 116 |
|