Cladis Investment Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Buy |
2,386
+285
| +14% | +$88.9K | 0.47% | 64 |
|
|
2025
Q1 | $1.1M | Hold |
2,101
| – | – | 0.8% | 40 |
|
|
2024
Q4 | $1.06M | Sell |
2,101
-100
| -5% | -$50.6K | 0.75% | 44 |
|
|
2024
Q3 | $1.29M | Sell |
2,201
-305
| -12% | -$178K | 0.89% | 38 |
|
|
2024
Q2 | $1.28M | Sell |
2,506
-8
| -0.3% | -$4.07K | 0.93% | 30 |
|
|
2024
Q1 | $1.24M | Sell |
2,514
-125
| -5% | -$61.8K | 0.91% | 37 |
|
|
2023
Q4 | $1.39M | Sell |
2,639
-15
| -0.6% | -$7.9K | 1.09% | 27 |
|
|
2023
Q3 | $1.34M | Buy |
2,654
+318
| +14% | +$160K | 1.17% | 24 |
|
|
2023
Q2 | $1.12M | Hold |
2,336
| – | – | 0.98% | 30 |
|
|
2023
Q1 | $1.1M | Hold |
2,336
| – | – | 0.99% | 29 |
|
|
2022
Q4 | $1.24M | Buy |
2,336
+150
| +7% | +$79.5K | 1.23% | 23 |
|
|
2022
Q3 | $1.1M | Buy |
2,186
+9
| +0.4% | +$4.55K | 1.2% | 24 |
|
|
2022
Q2 | $1.12M | Hold |
2,177
| – | – | 1.12% | 26 |
|
|
2022
Q1 | $1.11M | Hold |
2,177
| – | – | 0.9% | 33 |
|
|
2021
Q4 | $1.09M | Buy |
+2,177
| New | +$1.09M | 0.88% | 34 |
|