Empower Advisory 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 | $109M | Buy |
348,953
+97,063
| +39% | +$30.3M | 0.33% | 56 |
|
|
2025
Q1 | $132M | Buy |
251,890
+15,983
| +7% | +$8.37M | 0.43% | 45 |
|
|
2024
Q4 | $119M | Buy |
235,907
+66
| +0% | +$33.4K | 0.4% | 48 |
|
|
2024
Q3 | $138M | Buy |
235,841
+4,929
| +2% | +$2.88M | 0.47% | 40 |
|
|
2024
Q2 | $118M | Buy |
230,912
+5,384
| +2% | +$2.74M | 0.44% | 45 |
|
|
2024
Q1 | $112M | Buy |
225,528
+2,060
| +0.9% | +$1.02M | 0.42% | 49 |
|
|
2023
Q4 | $118M | Buy |
223,468
+1,866
| +0.8% | +$982K | 0.46% | 42 |
|
|
2023
Q3 | $112M | Buy |
221,602
+3,707
| +2% | +$1.87M | 0.49% | 36 |
|
|
2023
Q2 | $105M | Buy |
217,895
+4,319
| +2% | +$2.08M | 0.45% | 40 |
|
|
2023
Q1 | $106M | Buy |
+213,576
| New | +$106M | 0.47% | 36 |
|