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Claris Financial’s UnitedHealth UNH Stock Holding History

Claris Financial’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-798
Closed -$404K – 166
2025
Q1 		$404K Hold
798
– – 0.27% 86
2024
Q4 		$404K Buy
+798
New +$404K 0.27% 86