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Clarus Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
942
-919
-49% -$287K 0.11% 79
2025
Q1
$975K Sell
1,861
-201
-10% -$105K 0.38% 31
2024
Q4
$1.04M Sell
2,062
-303
-13% -$153K 0.37% 29
2024
Q3
$1.38M Sell
2,365
-79
-3% -$46.2K 0.58% 25
2024
Q2
$1.24M Buy
2,444
+884
+57% +$450K 0.55% 25
2024
Q1
$772K Buy
1,560
+67
+4% +$33.1K 0.54% 35
2023
Q4
$786K Sell
1,493
-445
-23% -$234K 0.59% 34
2023
Q3
$977K Buy
1,938
+33
+2% +$16.6K 0.71% 24
2023
Q2
$916K Buy
1,905
+867
+84% +$417K 0.67% 25
2023
Q1
$491K Buy
1,038
+38
+4% +$18K 0.46% 35
2022
Q4
$530K Sell
1,000
-38
-4% -$20.2K 0.47% 38
2022
Q3
$524K Hold
1,038
0.48% 33
2022
Q2
$533K Buy
1,038
+1
+0.1% +$513 0.45% 34
2022
Q1
$529K Buy
1,037
+66
+7% +$33.7K 0.36% 43
2021
Q4
$431K Sell
971
-17
-2% -$7.55K 0.29% 48
2021
Q3
$386K Hold
988
0.27% 54
2021
Q2
$407K Buy
988
+1
+0.1% +$412 0.3% 56
2021
Q1
$361K Hold
987
0.3% 58
2020
Q4
$324K Buy
+987
New +$324K 0.28% 61