Claris Advisors’s UnitedHealth UNH Stock Holding History

Claris Advisors’s Portfolio UNH Stock Details UNH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$526K	Hold
2025 Q2	$526K	Buy
2025 Q1	$848K	Buy
2024 Q4	$800K	Buy
2024 Q3	$850K	Hold
2024 Q2	$740K	Buy
2024 Q1	$709K	Buy
2023 Q4	$754K	Buy
2023 Q3	$721K	Buy
2023 Q2	$687K	Buy