CMI
Clare Market Investments’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
+17,581
| New | +$5.48M | 1.21% | 19 |
|
|
2024
Q4 | – | Sell |
-829
| Closed | -$485K | – | 169 |
|
|
2024
Q3 | $485K | Sell |
829
-60
| -7% | -$35.1K | 0.13% | 90 |
|
|
2024
Q2 | $453K | Sell |
889
-39
| -4% | -$19.9K | 0.13% | 89 |
|
|
2024
Q1 | $459K | Buy |
928
+1
| +0.1% | +$495 | 0.14% | 96 |
|
|
2023
Q4 | $488K | Buy |
+927
| New | +$488K | 0.17% | 79 |
|
|
2023
Q1 | – | Sell |
-2,449
| Closed | -$1.3M | – | 142 |
|
|
2022
Q4 | $1.3M | Sell |
2,449
-42
| -2% | -$22.3K | 0.61% | 23 |
|
|
2022
Q3 | $1.26M | Buy |
2,491
+1,046
| +72% | +$528K | 0.54% | 26 |
|
|
2022
Q2 | $742K | Buy |
1,445
+790
| +121% | +$406K | 0.32% | 40 |
|
|
2022
Q1 | $334K | Buy |
655
+30
| +5% | +$15.3K | 0.11% | 116 |
|
|
2021
Q4 | $314K | Sell |
625
-229
| -27% | -$115K | 0.09% | 108 |
|
|
2021
Q3 | $334K | Buy |
854
+22
| +3% | +$8.59K | 0.1% | 102 |
|
|
2021
Q2 | $333K | Sell |
832
-9
| -1% | -$3.61K | 0.11% | 101 |
|
|
2021
Q1 | $313K | Buy |
841
+18
| +2% | +$6.7K | 0.12% | 92 |
|
|
2020
Q4 | $289K | Buy |
823
+141
| +21% | +$49.5K | 0.12% | 91 |
|
|
2020
Q3 | $212K | Buy |
682
+2
| +0.3% | +$623 | 0.1% | 107 |
|
|
2020
Q2 | $201K | Buy |
+680
| New | +$201K | 0.12% | 80 |
|
|
2020
Q1 | – | Sell |
-2,778
| Closed | -$817K | – | 97 |
|
|
2019
Q4 | $817K | Sell |
2,778
-71
| -2% | -$20.9K | 0.59% | 34 |
|
|
2019
Q3 | $620K | Sell |
2,849
-1,614
| -36% | -$351K | 0.59% | 39 |
|
|
2019
Q2 | $1.09M | Buy |
+4,463
| New | +$1.09M | 0.86% | 27 |
|