Clark Financial Services Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
+1,347
| New | +$420K | 0.26% | 56 |
|
|
2025
Q1 | – | Sell |
-839
| Closed | -$424K | – | 103 |
|
|
2024
Q4 | $424K | Buy |
839
+46
| +6% | +$23.2K | 0.32% | 37 |
|
|
2024
Q3 | $464K | Buy |
793
+11
| +1% | +$6.43K | 0.42% | 24 |
|
|
2024
Q2 | $398K | Buy |
782
+25
| +3% | +$12.7K | 0.42% | 25 |
|
|
2024
Q1 | $374K | Sell |
757
-2
| -0.3% | -$988 | 0.45% | 33 |
|
|
2023
Q4 | $400K | Hold |
759
| – | – | 0.51% | 28 |
|
|
2023
Q3 | $383K | Buy |
759
+1
| +0.1% | +$504 | 0.52% | 30 |
|
|
2023
Q2 | $364K | Sell |
758
-23
| -3% | -$11.1K | 0.49% | 33 |
|
|
2023
Q1 | $369K | Sell |
781
-8
| -1% | -$3.78K | 0.54% | 32 |
|
|
2022
Q4 | $418K | Buy |
789
+31
| +4% | +$16.4K | 0.48% | 26 |
|
|
2022
Q3 | $383K | Buy |
+758
| New | +$383K | 0.4% | 33 |
|
|
2022
Q1 | $347K | Buy |
681
+157
| +30% | +$80K | 0.25% | 49 |
|
|
2021
Q4 | $263K | Buy |
+524
| New | +$263K | 0.18% | 60 |
|
|
2020
Q2 | $350K | Buy |
+681
| New | +$350K | 0.54% | 33 |
|