Claro Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
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|
2025
Q1 | $5.27M | Buy |
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|
2024
Q4 | $4.22M | Sell |
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|
2024
Q3 | $5.63M | Sell |
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|
2024
Q2 | $5.06M | Sell |
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|
2024
Q1 | $5.19M | Buy |
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|
2023
Q4 | $3.3M | Sell |
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|
2023
Q3 | $3.2M | Buy |
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|
2023
Q2 | $2.46M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $2.02M | Hold |
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|
2022
Q2 | $2.02M | Buy |
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|
2022
Q1 | $1.79M | Hold |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.32M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $693K | Buy |
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|
2020
Q2 | $596K | Buy |
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|
2020
Q1 | $426K | Sell |
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|
2019
Q4 | $510K | Sell |
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|
2019
Q3 | $377K | Buy |
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|
2019
Q2 | $420K | Buy |
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|
2019
Q1 | $403K | Buy |
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|
2018
Q4 | $205K | Buy |
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