CWA
Clarus Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-813
| Closed | -$395K | – | 146 |
|
|
2022
Q4 | $395K | Sell |
813
-59
| -7% | -$28.7K | 0.26% | 83 |
|
|
2022
Q3 | $435K | Sell |
872
-39
| -4% | -$19.5K | 0.31% | 65 |
|
|
2022
Q2 | $471K | Sell |
911
-68
| -7% | -$35.2K | 0.33% | 56 |
|
|
2022
Q1 | $526K | Sell |
979
-19
| -2% | -$10.2K | 0.33% | 50 |
|
|
2021
Q4 | $473K | Sell |
998
-119
| -11% | -$56.4K | 0.27% | 59 |
|
|
2021
Q3 | $439K | Buy |
1,117
+104
| +10% | +$40.9K | 0.27% | 65 |
|
|
2021
Q2 | $421K | Buy |
1,013
+425
| +72% | +$177K | 0.26% | 69 |
|
|
2021
Q1 | $221K | Hold |
588
| – | – | 0.14% | 118 |
|
|
2020
Q4 | $212K | Buy |
+588
| New | +$212K | 0.14% | 126 |
|
|
2020
Q3 | – | Sell |
-688
| Closed | -$204K | – | 137 |
|
|
2020
Q2 | $204K | Buy |
+688
| New | +$204K | 0.17% | 119 |
|
|
2020
Q1 | – | Sell |
-693
| Closed | -$204K | – | 150 |
|
|
2019
Q4 | $204K | Buy |
+693
| New | +$204K | 0.13% | 131 |
|
|
2019
Q3 | – | Sell |
-680
| Closed | -$166K | – | 517 |
|
|
2019
Q2 | $166K | Buy |
680
+55
| +9% | +$13.4K | 0.12% | 133 |
|
|
2019
Q1 | $154K | Sell |
625
-934
| -60% | -$230K | 0.12% | 137 |
|
|
2018
Q4 | $388K | Sell |
1,559
-8
| -0.5% | -$1.99K | 0.61% | 23 |
|
|
2018
Q3 | $417K | Buy |
1,567
+84
| +6% | +$22.4K | 0.27% | 39 |
|
|
2018
Q2 | $317K | Hold |
1,483
| – | – | 0.24% | 45 |
|
|
2018
Q1 | $317K | Buy |
+1,483
| New | +$317K | 0.29% | 45 |
|