Clarity Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-719
| Closed | -$237K | – | 132 |
|
|
2025
Q4 | $237K | Sell |
719
-30
| -4% | -$10.2K | 0.02% | 105 |
|
|
2025
Q3 | $259K | Buy |
749
+3
| +0.4% | +$907 | 0.03% | 103 |
|
|
2025
Q2 | $233K | Sell |
746
-178
| -19% | -$68K | 0.03% | 103 |
|
|
2025
Q1 | $484K | Sell |
924
-606
| -40% | -$310K | 0.06% | 59 |
|
|
2024
Q4 | $774K | Sell |
1,530
-433
| -22% | -$246K | 0.09% | 58 |
|
|
2024
Q3 | $1.15M | Sell |
1,963
-388
| -17% | -$219K | 0.13% | 61 |
|
|
2024
Q2 | $1.2M | Sell |
2,351
-35,788
| -94% | -$17.5M | 0.18% | 51 |
|
|
2024
Q1 | $18.9M | Buy |
38,139
+36,403
| +2,097% | +$18.5M | 2.92% | 14 |
|
|
2023
Q4 | $914K | Sell |
1,736
-593
| -25% | -$316K | 0.16% | 46 |
|
|
2023
Q3 | $1.17M | Sell |
2,329
-193
| -8% | -$95K | 0.2% | 48 |
|
|
2023
Q2 | $1.21M | Buy |
2,522
+381
| +18% | +$186K | 0.18% | 50 |
|
|
2023
Q1 | $1.01M | Sell |
2,141
-14,135
| -87% | -$6.82M | 3.74% | 6 |
|
|
2022
Q4 | $8.63M | Buy |
16,276
+6,633
| +69% | +$3.51M | 1.67% | 13 |
|
|
2022
Q3 | $4.87M | Sell |
9,643
-2,608
| -21% | -$1.37M | 1.14% | 26 |
|
|
2022
Q2 | $6.29M | Buy |
12,251
+11,850
| +2,955% | +$5.95M | 1.36% | 25 |
|
|
2022
Q1 | $205K | Sell |
401
-4
| -1% | -$1.93K | 0.04% | 87 |
|
|
2021
Q4 | $203K | Buy |
+405
| New | +$183K | 0.03% | 93 |
|
|
2021
Q2 | – | Sell |
-960
| Closed | -$357K | – | 147 |
|
|
2021
Q1 | $357K | Sell |
960
-9,804
| -91% | -$3.4M | 0.07% | 93 |
|
|
2020
Q4 | $3.77M | Buy |
+10,764
| New | +$3.61M | 0.9% | 35 |
|
Other funds holding UNH
VCM
VPM
