Envestnet Portfolio Solutions’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Buy |
100,140
+2,540
| +3% | +$792K | 0.11% | 93 |
|
|
2025
Q1 | $51.1M | Sell |
97,600
-6,404
| -6% | -$3.35M | 0.2% | 69 |
|
|
2024
Q4 | $52.6M | Sell |
104,004
-3,304
| -3% | -$1.67M | 0.17% | 73 |
|
|
2024
Q3 | $62.7M | Sell |
107,308
-4,282
| -4% | -$2.5M | 0.2% | 66 |
|
|
2024
Q2 | $56.8M | Buy |
111,590
+1,252
| +1% | +$638K | 0.2% | 67 |
|
|
2024
Q1 | $54.6M | Buy |
110,338
+12,260
| +13% | +$6.07M | 0.21% | 66 |
|
|
2023
Q4 | $51.6M | Buy |
98,078
+16,074
| +20% | +$8.46M | 0.21% | 63 |
|
|
2023
Q3 | $41.3M | Buy |
+82,004
| New | +$41.3M | 0.2% | 63 |
|