Voisard Asset Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
1,163
+359
| +45% | +$112K | 0.09% | 68 |
|
|
2025
Q1 | $421K | Buy |
804
+3
| +0.4% | +$1.57K | 0.12% | 55 |
|
|
2024
Q4 | $405K | Buy |
801
+3
| +0.4% | +$1.52K | 0.14% | 55 |
|
|
2024
Q3 | $467K | Buy |
798
+67
| +9% | +$39.2K | 0.19% | 49 |
|
|
2024
Q2 | $372K | Buy |
731
+170
| +30% | +$86.6K | 0.18% | 37 |
|
|
2024
Q1 | $278K | Sell |
561
-100
| -15% | -$49.5K | 0.16% | 41 |
|
|
2023
Q4 | $348K | Buy |
+661
| New | +$348K | 0.21% | 35 |
|