CF
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Clarity Financial’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$233K Sell
746
-178
-19% -$55.5K 0.03% 102
2025
Q1
$484K Sell
924
-606
-40% -$317K 0.06% 59
2024
Q4
$774K Sell
1,530
-433
-22% -$219K 0.09% 58
2024
Q3
$1.15M Sell
1,963
-388
-17% -$227K 0.13% 60
2024
Q2
$1.2M Sell
2,351
-35,788
-94% -$18.2M 0.18% 48
2024
Q1
$18.9M Buy
38,139
+36,403
+2,097% +$18M 2.85% 14
2023
Q4
$914K Sell
1,736
-593
-25% -$312K 0.16% 45
2023
Q3
$1.17M Sell
2,329
-193
-8% -$97.3K 0.2% 46
2023
Q2
$1.21M Buy
2,522
+381
+18% +$183K 0.17% 48
2023
Q1
$1.01M Sell
2,141
-14,135
-87% -$6.68M 3.74% 6
2022
Q4
$8.63M Buy
16,276
+6,633
+69% +$3.52M 1.67% 13
2022
Q3
$4.87M Sell
9,643
-2,608
-21% -$1.32M 1.14% 26
2022
Q2
$6.29M Buy
12,251
+11,850
+2,955% +$6.09M 1.36% 25
2022
Q1
$205K Sell
401
-4
-1% -$2.05K 0.04% 87
2021
Q4
$203K Buy
+405
New +$203K 0.03% 92
2021
Q2
Sell
-960
Closed -$357K 147
2021
Q1
$357K Sell
960
-9,804
-91% -$3.65M 0.07% 92
2020
Q4
$3.78M Buy
+10,764
New +$3.78M 0.9% 35