Vista Finance’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 |
-3,874
| Closed | -$2.03M | – | 58 |
|
|
2025
Q1 | $2.03M | Sell |
3,874
-53
| -1% | -$27.8K | 1.76% | 13 |
|
|
2024
Q4 | $1.99M | Sell |
3,927
-92
| -2% | -$46.5K | 2.04% | 12 |
|
|
2024
Q3 | $2.35M | Sell |
4,019
-170
| -4% | -$99.4K | 3.18% | 10 |
|
|
2024
Q2 | $2.13M | Buy |
4,189
+93
| +2% | +$47.4K | 3.27% | 10 |
|
|
2024
Q1 | $2.03M | Buy |
4,096
+2,165
| +112% | +$1.07M | 5.05% | 8 |
|
|
2023
Q4 | $1.02M | Sell |
1,931
-470
| -20% | -$247K | 2.16% | 14 |
|
|
2023
Q3 | $1.21M | Sell |
2,401
-55
| -2% | -$27.7K | 1.76% | 14 |
|
|
2023
Q2 | $1.18M | Sell |
2,456
-32
| -1% | -$15.4K | 1.84% | 12 |
|
|
2023
Q1 | $1.18M | Buy |
2,488
+784
| +46% | +$370K | 1.67% | 12 |
|
|
2022
Q4 | $904K | Buy |
1,704
+20
| +1% | +$10.6K | 1.27% | 14 |
|
|
2022
Q3 | $851K | Buy |
1,684
+83
| +5% | +$41.9K | 1.03% | 17 |
|
|
2022
Q2 | $822K | Hold |
1,601
| – | – | 1.07% | 20 |
|
|
2022
Q1 | $816K | Buy |
+1,601
| New | +$816K | 1.21% | 19 |
|