Smart Portfolios LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
1,922
+65
| +4% | +$20.3K | 0.6% | 54 |
|
|
2025
Q1 | $973K | Hold |
1,857
| – | – | 1.06% | 27 |
|
|
2024
Q4 | $939K | Sell |
1,857
-20
| -1% | -$10.1K | 0.98% | 28 |
|
|
2024
Q3 | $1.1M | Hold |
1,877
| – | – | 1.12% | 26 |
|
|
2024
Q2 | $956K | Buy |
1,877
+275
| +17% | +$140K | 0.96% | 28 |
|
|
2024
Q1 | $793K | Buy |
1,602
+40
| +3% | +$19.8K | 0.84% | 31 |
|
|
2023
Q4 | $809K | Buy |
+1,562
| New | +$809K | 0.95% | 26 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$294K | – | 48 |
|
|
2019
Q4 | $294K | Hold |
1,000
| – | – | 0.26% | 32 |
|
|
2019
Q3 | $256K | Hold |
1,000
| – | – | 0.23% | 35 |
|
|
2019
Q2 | $244K | Hold |
1,000
| – | – | 0.22% | 36 |
|
|
2019
Q1 | $247K | Hold |
1,000
| – | – | 0.21% | 39 |
|
|
2018
Q4 | $249K | Hold |
1,000
| – | – | 0.19% | 35 |
|
|
2018
Q3 | $266K | Hold |
1,000
| – | – | 0.16% | 37 |
|
|
2018
Q2 | $245K | Hold |
1,000
| – | – | 0.16% | 36 |
|
|
2018
Q1 | $214K | Buy |
+1,000
| New | +$214K | 0.14% | 39 |
|