Vivaldi Capital 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 | $747K | Sell |
2,396
-207
| -8% | -$64.6K | 0.11% | 123 |
|
|
2025
Q1 | $1.36M | Buy |
2,603
+120
| +5% | +$62.9K | 0.22% | 88 |
|
|
2024
Q4 | $1.35M | Buy |
2,483
+45
| +2% | +$24.5K | 0.21% | 92 |
|
|
2024
Q3 | $1.43M | Buy |
2,438
+151
| +7% | +$88.3K | 0.41% | 54 |
|
|
2024
Q2 | $1.16M | Sell |
2,287
-26
| -1% | -$13.2K | 0.33% | 73 |
|
|
2024
Q1 | $1.19M | Buy |
2,313
+153
| +7% | +$78.5K | 0.35% | 79 |
|
|
2023
Q4 | $1.12M | Sell |
2,160
-323
| -13% | -$167K | 0.33% | 79 |
|
|
2023
Q3 | $1.25M | Sell |
2,483
-78
| -3% | -$39.3K | 0.41% | 63 |
|
|
2023
Q2 | $1.23M | Buy |
2,561
+160
| +7% | +$76.9K | 0.38% | 66 |
|
|
2023
Q1 | $1.13M | Sell |
2,401
-191
| -7% | -$90.3K | 0.34% | 66 |
|
|
2022
Q4 | $1.27M | Buy |
2,592
+170
| +7% | +$83.3K | 0.32% | 82 |
|
|
2022
Q3 | $1.22M | Sell |
2,422
-246
| -9% | -$124K | 0.33% | 70 |
|
|
2022
Q2 | $1.37M | Buy |
2,668
+92
| +4% | +$47.2K | 0.36% | 71 |
|
|
2022
Q1 | $1.25M | Sell |
2,576
-219
| -8% | -$106K | 0.33% | 75 |
|
|
2021
Q4 | $1.4M | Buy |
2,795
+406
| +17% | +$204K | 0.33% | 66 |
|
|
2021
Q3 | $933K | Hold |
2,389
| – | – | 0.2% | 84 |
|
|
2021
Q2 | $979K | Sell |
2,389
-43
| -2% | -$17.6K | 0.2% | 91 |
|
|
2021
Q1 | $997K | Sell |
2,432
-366
| -13% | -$150K | 0.2% | 91 |
|
|
2020
Q4 | $981K | Sell |
2,798
-250
| -8% | -$87.7K | 0.21% | 93 |
|
|
2020
Q3 | $1.08M | Sell |
3,048
-125
| -4% | -$44.5K | 0.24% | 88 |
|
|
2020
Q2 | $1.02M | Sell |
3,173
-385
| -11% | -$124K | 0.21% | 91 |
|
|
2020
Q1 | $887K | Sell |
3,558
-505
| -12% | -$126K | 0.2% | 88 |
|
|
2019
Q4 | $1.19M | Sell |
4,063
-3,680
| -48% | -$1.08M | 0.29% | 70 |
|
|
2019
Q3 | $1.68M | Buy |
7,743
+2,163
| +39% | +$470K | 0.4% | 55 |
|
|
2019
Q2 | $1.36M | Sell |
5,580
-3,647
| -40% | -$890K | 0.36% | 62 |
|
|
2019
Q1 | $2.28M | Buy |
9,227
+6,885
| +294% | +$1.7M | 0.63% | 43 |
|
|
2018
Q4 | $583K | Buy |
+2,342
| New | +$583K | 0.25% | 78 |
|