Vista Investment 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
$297K Sell
951
-311
-25% -$97K 0.09% 130
2025
Q1
$661K Buy
1,262
+446
+55% +$234K 0.2% 95
2024
Q4
$413K Sell
816
-108
-12% -$54.6K 0.13% 116
2024
Q3
$540K Sell
924
-30
-3% -$17.5K 0.17% 100
2024
Q2
$486K Sell
954
-1,215
-56% -$619K 0.16% 103
2024
Q1
$1.07M Sell
2,169
-6,418
-75% -$3.17M 0.37% 74
2023
Q4
$4.52M Buy
+8,587
New +$4.52M 1.66% 17