Clark Financial Services Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$463K Sell
2025
Q2
$420K Buy
2025
Q1
Sell
2024
Q4
$424K Buy
2024
Q3
$464K Buy
2024
Q2
$398K Buy
2024
Q1
$374K Sell
2023
Q4
$400K Hold
2023
Q3
$383K Buy
2023
Q2
$364K Sell
2023
Q1
$369K Sell
2022
Q4
$418K Buy
2022
Q3
$383K Buy
2022
Q1
$347K Buy
2021
Q4
$263K Buy
2020
Q2
$350K Buy