Claro 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 | $1.98M | Sell |
6,336
-3,717
| -37% | -$1.16M | 0.33% | 68 |
|
|
2025
Q1 | $5.27M | Buy |
10,053
+1,708
| +20% | +$895K | 0.7% | 22 |
|
|
2024
Q4 | $4.22M | Sell |
8,345
-1,287
| -13% | -$651K | 0.57% | 31 |
|
|
2024
Q3 | $5.63M | Sell |
9,632
-308
| -3% | -$180K | 0.73% | 25 |
|
|
2024
Q2 | $5.06M | Sell |
9,940
-553
| -5% | -$282K | 0.79% | 26 |
|
|
2024
Q1 | $5.19M | Buy |
10,493
+4,219
| +67% | +$2.09M | 0.9% | 21 |
|
|
2023
Q4 | $3.3M | Sell |
6,274
-69
| -1% | -$36.3K | 0.72% | 32 |
|
|
2023
Q3 | $3.2M | Buy |
6,343
+1,215
| +24% | +$613K | 0.8% | 28 |
|
|
2023
Q2 | $2.46M | Buy |
5,128
+843
| +20% | +$405K | 0.61% | 31 |
|
|
2023
Q1 | $2.02M | Buy |
4,285
+156
| +4% | +$73.7K | 0.59% | 35 |
|
|
2022
Q4 | $2.19M | Buy |
4,129
+187
| +5% | +$99.1K | 0.72% | 28 |
|
|
2022
Q3 | $2.03M | Hold |
3,942
| – | – | 0.81% | 29 |
|
|
2022
Q2 | $2.03M | Buy |
3,942
+374
| +10% | +$192K | 0.81% | 29 |
|
|
2022
Q1 | $1.79M | Hold |
3,568
| – | – | 0.64% | 35 |
|
|
2021
Q4 | $1.79M | Buy |
3,568
+182
| +5% | +$91.4K | 0.64% | 35 |
|
|
2021
Q3 | $1.32M | Buy |
3,386
+138
| +4% | +$53.9K | 0.56% | 39 |
|
|
2021
Q2 | $1.3M | Buy |
3,248
+66
| +2% | +$26.4K | 0.59% | 42 |
|
|
2021
Q1 | $1.18M | Buy |
3,182
+75
| +2% | +$27.9K | 0.6% | 42 |
|
|
2020
Q4 | $1.09M | Buy |
3,107
+886
| +40% | +$311K | 0.58% | 42 |
|
|
2020
Q3 | $693K | Buy |
2,221
+200
| +10% | +$62.4K | 0.44% | 65 |
|
|
2020
Q2 | $596K | Buy |
2,021
+312
| +18% | +$92K | 0.41% | 68 |
|
|
2020
Q1 | $426K | Sell |
1,709
-26
| -1% | -$6.48K | 0.4% | 78 |
|
|
2019
Q4 | $510K | Sell |
1,735
-1
| -0.1% | -$294 | 0.39% | 72 |
|
|
2019
Q3 | $377K | Buy |
1,736
+14
| +0.8% | +$3.04K | 0.33% | 93 |
|
|
2019
Q2 | $420K | Buy |
1,722
+92
| +6% | +$22.4K | 0.39% | 78 |
|
|
2019
Q1 | $403K | Buy |
1,630
+858
| +111% | +$212K | 0.4% | 78 |
|
|
2018
Q4 | $205K | Buy |
+772
| New | +$205K | 0.16% | 131 |
|