Empowered Funds’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Buy |
89,029
+45,320
| +104% | +$14.1M | 0.31% | 56 |
|
|
2025
Q1 | $22.9M | Buy |
43,709
+3,310
| +8% | +$1.73M | 0.33% | 45 |
|
|
2024
Q4 | $20.4M | Buy |
40,399
+8,302
| +26% | +$4.2M | 0.3% | 45 |
|
|
2024
Q3 | $18.8M | Buy |
32,097
+1,229
| +4% | +$719K | 0.3% | 47 |
|
|
2024
Q2 | $15.7M | Sell |
30,868
-1,205
| -4% | -$614K | 0.27% | 54 |
|
|
2024
Q1 | $15.9M | Buy |
32,073
+7,781
| +32% | +$3.85M | 0.29% | 58 |
|
|
2023
Q4 | $12.8M | Sell |
24,292
-2,329
| -9% | -$1.23M | 0.32% | 39 |
|
|
2023
Q3 | $13.4M | Buy |
26,621
+9,953
| +60% | +$5.02M | 0.4% | 28 |
|
|
2023
Q2 | $8.01M | Buy |
16,668
+3,110
| +23% | +$1.49M | 0.28% | 54 |
|
|
2023
Q1 | $6.41M | Buy |
+13,558
| New | +$6.41M | 0.38% | 61 |
|
|
2022
Q4 | – | Sell |
-7,230
| Closed | -$3.65M | – | 456 |
|
|
2022
Q3 | $3.65M | Buy |
7,230
+2,384
| +49% | +$1.2M | 0.35% | 76 |
|
|
2022
Q2 | $2.49M | Sell |
4,846
-3,439
| -42% | -$1.77M | 0.32% | 98 |
|
|
2022
Q1 | $4.23M | Buy |
8,285
+5,199
| +168% | +$2.65M | 0.46% | 75 |
|
|
2021
Q4 | $1.55M | Buy |
3,086
+1,754
| +132% | +$880K | 0.17% | 135 |
|
|
2021
Q3 | $520K | Buy |
1,332
+564
| +73% | +$220K | 0.07% | 173 |
|
|
2021
Q2 | $308K | Sell |
768
-7,391
| -91% | -$2.96M | 0.04% | 210 |
|
|
2021
Q1 | $2.86M | Hold |
8,159
| – | – | 0.55% | 36 |
|
|
2020
Q4 | $2.86M | Buy |
+8,159
| New | +$2.86M | 0.55% | 36 |
|