Clarity Wealth 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 | – | Sell |
-536
| Closed | -$281K | – | 100 |
|
|
2025
Q1 | $281K | Sell |
536
-20
| -4% | -$10.5K | 0.08% | 81 |
|
|
2024
Q4 | $281K | Sell |
556
-25
| -4% | -$12.6K | 0.08% | 79 |
|
|
2024
Q3 | $340K | Buy |
581
+65
| +13% | +$38K | 0.1% | 75 |
|
|
2024
Q2 | $263K | Sell |
516
-16
| -3% | -$8.15K | 0.09% | 80 |
|
|
2024
Q1 | $263K | Buy |
532
+4
| +0.8% | +$1.98K | 0.09% | 79 |
|
|
2023
Q4 | $278K | Sell |
528
-7
| -1% | -$3.69K | 0.11% | 76 |
|
|
2023
Q3 | $270K | Buy |
535
+3
| +0.6% | +$1.51K | 0.12% | 65 |
|
|
2023
Q2 | $256K | Buy |
532
+25
| +5% | +$12K | 0.11% | 67 |
|
|
2023
Q1 | $240K | Sell |
507
-10
| -2% | -$4.73K | 0.12% | 64 |
|
|
2022
Q4 | $274K | Sell |
517
-5
| -1% | -$2.65K | 0.16% | 51 |
|
|
2022
Q3 | $263K | Sell |
522
-2
| -0.4% | -$1.01K | 0.16% | 52 |
|
|
2022
Q2 | $269K | Hold |
524
| – | – | 0.15% | 53 |
|
|
2022
Q1 | $267K | Buy |
524
+124
| +31% | +$63.2K | 0.13% | 57 |
|
|
2021
Q4 | $200K | Buy |
+400
| New | +$200K | 0.09% | 70 |
|