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 |
|