Vista Investment 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 | $1.63M | Buy |
5,224
+1,168
| +29% | +$364K | 0.6% | 52 |
|
|
2025
Q1 | $2.12M | Sell |
4,056
-143
| -3% | -$74.9K | 0.83% | 34 |
|
|
2024
Q4 | $2.12M | Buy |
4,199
+129
| +3% | +$65.3K | 0.81% | 37 |
|
|
2024
Q3 | $2.38M | Sell |
4,070
-69
| -2% | -$40.3K | 0.9% | 34 |
|
|
2024
Q2 | $2.11M | Buy |
4,139
+91
| +2% | +$46.3K | 0.85% | 37 |
|
|
2024
Q1 | $2M | Buy |
4,048
+405
| +11% | +$200K | 0.82% | 38 |
|
|
2023
Q4 | $1.92M | Sell |
3,643
-3
| -0.1% | -$1.58K | 0.89% | 34 |
|
|
2023
Q3 | $1.84M | Buy |
3,646
+23
| +0.6% | +$11.6K | 0.97% | 29 |
|
|
2023
Q2 | $1.74M | Buy |
3,623
+246
| +7% | +$118K | 0.88% | 34 |
|
|
2023
Q1 | $1.6M | Sell |
3,377
-6
| -0.2% | -$2.84K | 0.84% | 36 |
|
|
2022
Q4 | $1.79M | Sell |
3,383
-49
| -1% | -$26K | 1.02% | 27 |
|
|
2022
Q3 | $1.73M | Sell |
3,432
-123
| -3% | -$62.1K | 1.07% | 24 |
|
|
2022
Q2 | $1.83M | Sell |
3,555
-130
| -4% | -$66.8K | 1.1% | 24 |
|
|
2022
Q1 | $1.88M | Sell |
3,685
-2
| -0.1% | -$1.02K | 1.03% | 26 |
|
|
2021
Q4 | $1.85M | Sell |
3,687
-119
| -3% | -$59.8K | 1.01% | 29 |
|
|
2021
Q3 | $1.49M | Buy |
3,806
+16
| +0.4% | +$6.25K | 0.87% | 35 |
|
|
2021
Q2 | $1.52M | Sell |
3,790
-78
| -2% | -$31.2K | 0.9% | 37 |
|
|
2021
Q1 | $1.44M | Sell |
3,868
-3
| -0.1% | -$1.12K | 0.9% | 35 |
|
|
2020
Q4 | $1.36M | Sell |
3,871
-37
| -0.9% | -$13K | 0.91% | 37 |
|
|
2020
Q3 | $1.22M | Sell |
3,908
-91
| -2% | -$28.4K | 0.93% | 37 |
|
|
2020
Q2 | $1.18M | Sell |
3,999
-83
| -2% | -$24.5K | 1.01% | 35 |
|
|
2020
Q1 | $1.02M | Buy |
4,082
+38
| +0.9% | +$9.48K | 1.04% | 34 |
|
|
2019
Q4 | $1.19M | Sell |
4,044
-17
| -0.4% | -$5K | 0.89% | 38 |
|
|
2019
Q3 | $882K | Buy |
4,061
+1,161
| +40% | +$252K | 0.73% | 46 |
|
|
2019
Q2 | $708K | Buy |
2,900
+815
| +39% | +$199K | 0.6% | 60 |
|
|
2019
Q1 | $516K | Buy |
2,085
+357
| +21% | +$88.4K | 0.45% | 81 |
|
|
2018
Q4 | $430K | Buy |
1,728
+24
| +1% | +$5.97K | 0.44% | 81 |
|
|
2018
Q3 | $453K | Sell |
1,704
-25
| -1% | -$6.65K | 0.4% | 86 |
|
|
2018
Q2 | $424K | Buy |
1,729
+125
| +8% | +$30.7K | 0.41% | 88 |
|
|
2018
Q1 | $343K | Sell |
1,604
-16
| -1% | -$3.42K | 0.36% | 93 |
|
|
2017
Q4 | $357K | Buy |
+1,620
| New | +$357K | 0.37% | 88 |
|