Claris Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Buy |
1,687
+67
| +4% | +$20.9K | 0.18% | 40 |
|
|
2025
Q1 | $848K | Buy |
1,620
+38
| +2% | +$19.9K | 0.32% | 31 |
|
|
2024
Q4 | $800K | Buy |
1,582
+128
| +9% | +$64.8K | 0.3% | 31 |
|
|
2024
Q3 | $850K | Hold |
1,454
| – | – | 0.37% | 29 |
|
|
2024
Q2 | $740K | Buy |
1,454
+21
| +1% | +$10.7K | 0.38% | 27 |
|
|
2024
Q1 | $709K | Buy |
1,433
+1
| +0.1% | +$495 | 0.36% | 27 |
|
|
2023
Q4 | $754K | Buy |
1,432
+1
| +0.1% | +$526 | 0.42% | 22 |
|
|
2023
Q3 | $721K | Buy |
1,431
+2
| +0.1% | +$1.01K | 0.46% | 20 |
|
|
2023
Q2 | $687K | Buy |
+1,429
| New | +$687K | 0.48% | 19 |
|