Smartleaf Asset Management’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
5,633
-2,959
-34% -$915K 0.15% 146
2025
Q1
$4.43M Buy
8,592
+928
+12% +$479K 0.43% 48
2024
Q4
$3.89M Buy
7,664
+1,596
+26% +$811K 0.4% 45
2024
Q3
$3.53M Buy
6,068
+2,204
+57% +$1.28M 0.43% 47
2024
Q2
$1.88M Buy
3,864
+577
+18% +$281K 0.31% 71
2024
Q1
$1.62M Buy
3,287
+963
+41% +$475K 0.31% 74
2023
Q4
$1.21M Buy
+2,324
New +$1.21M 0.32% 72