Financial Engines Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
4,536
+2,138
| +89% | +$667K | ﹤0.01% | 253 |
|
|
2025
Q1 | $1.26M | Sell |
2,398
-1,437
| -37% | -$752K | ﹤0.01% | 234 |
|
|
2024
Q4 | $1.94M | Buy |
3,835
+1,428
| +59% | +$722K | ﹤0.01% | 197 |
|
|
2024
Q3 | $1.41M | Sell |
2,407
-260
| -10% | -$152K | ﹤0.01% | 208 |
|
|
2024
Q2 | $1.36M | Sell |
2,667
-849
| -24% | -$433K | ﹤0.01% | 194 |
|
|
2024
Q1 | $1.74M | Buy |
3,516
+515
| +17% | +$255K | ﹤0.01% | 167 |
|
|
2023
Q4 | $1.58M | Buy |
3,001
+299
| +11% | +$157K | ﹤0.01% | 158 |
|
|
2023
Q3 | $1.36M | Buy |
2,702
+103
| +4% | +$51.9K | ﹤0.01% | 153 |
|
|
2023
Q2 | $1.25M | Sell |
2,599
-1
| -0% | -$481 | ﹤0.01% | 162 |
|
|
2023
Q1 | $1.23M | Sell |
2,600
-719
| -22% | -$340K | ﹤0.01% | 167 |
|
|
2022
Q4 | $1.76M | Sell |
3,319
-68
| -2% | -$36.1K | 0.01% | 135 |
|
|
2022
Q3 | $1.71M | Buy |
3,387
+1,041
| +44% | +$526K | 0.01% | 123 |
|
|
2022
Q2 | $1.2M | Buy |
2,346
+94
| +4% | +$48.2K | ﹤0.01% | 142 |
|
|
2022
Q1 | $1.15M | Buy |
2,252
+70
| +3% | +$35.7K | ﹤0.01% | 155 |
|
|
2021
Q4 | $1.1M | Sell |
2,182
-519
| -19% | -$261K | ﹤0.01% | 117 |
|
|
2021
Q3 | $1.06M | Buy |
2,701
+721
| +36% | +$282K | ﹤0.01% | 111 |
|
|
2021
Q2 | $793K | Sell |
1,980
-1,039
| -34% | -$416K | ﹤0.01% | 116 |
|
|
2021
Q1 | $1.12M | Buy |
3,019
+45
| +2% | +$16.7K | ﹤0.01% | 109 |
|
|
2020
Q4 | $1.04M | Buy |
2,974
+62
| +2% | +$21.7K | ﹤0.01% | 110 |
|
|
2020
Q3 | $908K | Buy |
2,912
+882
| +43% | +$275K | ﹤0.01% | 113 |
|
|
2020
Q2 | $599K | Buy |
+2,030
| New | +$599K | ﹤0.01% | 124 |
|
|
2018
Q1 | – | Sell |
-28
| Closed | -$6K | – | 228 |
|
|
2017
Q4 | $6K | Buy |
+28
| New | +$6K | ﹤0.01% | 116 |
|