Vista Capital Partners’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 |
-663
| Closed | -$347K | – | 133 |
|
|
2025
Q1 | $347K | Sell |
663
-74
| -10% | -$38.8K | 0.04% | 76 |
|
|
2024
Q4 | $373K | Buy |
737
+119
| +19% | +$60.2K | 0.04% | 75 |
|
|
2024
Q3 | $361K | Sell |
618
-21
| -3% | -$12.3K | 0.04% | 71 |
|
|
2024
Q2 | $325K | Buy |
639
+32
| +5% | +$16.3K | 0.04% | 68 |
|
|
2024
Q1 | $300K | Sell |
607
-21
| -3% | -$10.4K | 0.04% | 71 |
|
|
2023
Q4 | $331K | Buy |
628
+21
| +3% | +$11.1K | 0.04% | 62 |
|
|
2023
Q3 | $306K | Hold |
607
| – | – | 0.05% | 59 |
|
|
2023
Q2 | $292K | Sell |
607
-28
| -4% | -$13.5K | 0.04% | 72 |
|
|
2023
Q1 | $300K | Buy |
635
+28
| +5% | +$13.2K | 0.04% | 66 |
|
|
2022
Q4 | $322K | Buy |
607
+69
| +13% | +$36.6K | 0.05% | 56 |
|
|
2022
Q3 | $272K | Sell |
538
-20
| -4% | -$10.1K | 0.05% | 61 |
|
|
2022
Q2 | $287K | Sell |
558
-2
| -0.4% | -$1.03K | 0.05% | 62 |
|
|
2022
Q1 | $286K | Sell |
560
-85
| -13% | -$43.4K | 0.04% | 68 |
|
|
2021
Q4 | $324K | Buy |
+645
| New | +$324K | 0.04% | 68 |
|