CLA (CliftonLarsonAllen) Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,753
Closed -$685K 287
2021
Q3
$685K Buy
1,753
+8
+0.5% +$3.13K 0.03% 184
2021
Q2
$699K Buy
+1,745
New +$699K 0.03% 187
2015
Q3
Sell
-4,070
Closed -$497K 154
2015
Q2
$497K Buy
+4,070
New +$497K 0.1% 109