Clarius Group LLC’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
5,775
-70
| -1% | -$21.8K | 0.11% | 90 |
|
|
2025
Q1 | $3.06M | Sell |
5,845
-1,208
| -17% | -$633K | 0.19% | 60 |
|
|
2024
Q4 | $3.57M | Buy |
7,053
+441
| +7% | +$223K | 0.24% | 45 |
|
|
2024
Q3 | $3.85M | Sell |
6,612
-138
| -2% | -$80.3K | 0.27% | 44 |
|
|
2024
Q2 | $3.44M | Sell |
6,750
-863
| -11% | -$439K | 0.24% | 46 |
|
|
2024
Q1 | $3.77M | Sell |
7,613
-903
| -11% | -$447K | 0.26% | 45 |
|
|
2023
Q4 | $4.48M | Sell |
8,516
-352
| -4% | -$185K | 0.37% | 37 |
|
|
2023
Q3 | $4.47M | Sell |
8,868
-2,462
| -22% | -$1.24M | 0.43% | 35 |
|
|
2023
Q2 | $5.45M | Buy |
11,330
+767
| +7% | +$369K | 0.42% | 32 |
|
|
2023
Q1 | $4.99M | Sell |
10,563
-1,051
| -9% | -$497K | 0.42% | 31 |
|
|
2022
Q4 | $6.16M | Buy |
11,614
+640
| +6% | +$339K | 0.55% | 25 |
|
|
2022
Q3 | $5.54M | Buy |
10,974
+289
| +3% | +$146K | 0.55% | 26 |
|
|
2022
Q2 | $5.49M | Buy |
10,685
+415
| +4% | +$213K | 0.55% | 25 |
|
|
2022
Q1 | $5.16M | Hold |
10,270
| – | – | 0.41% | 31 |
|
|
2021
Q4 | $5.16M | Buy |
10,270
+82
| +0.8% | +$41.2K | 0.41% | 31 |
|
|
2021
Q3 | $3.98M | Buy |
10,188
+249
| +3% | +$97.3K | 0.36% | 31 |
|
|
2021
Q2 | $3.98M | Buy |
9,939
+109
| +1% | +$43.6K | 0.36% | 33 |
|
|
2021
Q1 | $3.66M | Buy |
9,830
+899
| +10% | +$334K | 0.36% | 33 |
|
|
2020
Q4 | $3.13M | Buy |
8,931
+605
| +7% | +$212K | 0.34% | 38 |
|
|
2020
Q3 | $2.6M | Sell |
8,326
-207
| -2% | -$64.5K | 0.33% | 37 |
|
|
2020
Q2 | $2.52M | Buy |
8,533
+1,124
| +15% | +$332K | 0.35% | 37 |
|
|
2020
Q1 | $1.85M | Buy |
7,409
+347
| +5% | +$86.6K | 0.35% | 36 |
|
|
2019
Q4 | $2.09M | Buy |
7,062
+340
| +5% | +$101K | 0.33% | 42 |
|
|
2019
Q3 | $1.46M | Buy |
6,722
+1,272
| +23% | +$276K | 0.27% | 58 |
|
|
2019
Q2 | $1.33M | Buy |
5,450
+983
| +22% | +$240K | 0.27% | 54 |
|
|
2019
Q1 | $1.1M | Buy |
4,467
+2,123
| +91% | +$525K | 0.27% | 54 |
|
|
2018
Q4 | $584K | Buy |
2,344
+522
| +29% | +$130K | 0.21% | 56 |
|
|
2018
Q3 | $485K | Buy |
1,822
+776
| +74% | +$207K | 0.17% | 63 |
|
|
2018
Q2 | $257K | Buy |
+1,046
| New | +$257K | 0.11% | 68 |
|
|
2017
Q3 | – | Sell |
-2,126
| Closed | -$394K | – | 96 |
|
|
2017
Q2 | $394K | Hold |
2,126
| – | – | 0.16% | 60 |
|
|
2017
Q1 | $349K | Hold |
2,126
| – | – | 0.14% | 62 |
|
|
2016
Q4 | $340K | Buy |
2,126
+54
| +3% | +$8.64K | 0.14% | 63 |
|
|
2016
Q3 | $290K | Sell |
2,072
-185
| -8% | -$25.9K | 0.14% | 70 |
|
|
2016
Q2 | $319K | Hold |
2,257
| – | – | 0.17% | 62 |
|
|
2016
Q1 | $290K | Buy |
2,257
+83
| +4% | +$10.7K | 0.16% | 64 |
|
|
2015
Q4 | $255K | Buy |
+2,174
| New | +$255K | 0.15% | 63 |
|