CAM
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Clark Asset Management’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-545
Closed -$285K 205
2025
Q1
$285K Sell
545
-32
-6% -$16.8K 0.05% 120
2024
Q4
$292K Buy
577
+31
+6% +$15.7K 0.05% 102
2024
Q3
$319K Buy
+546
New +$319K 0.07% 86