Clayton Financial Group’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,970	Closed	-$2.01M	–	126
2024 Q4	$2.01M	Buy	3,970 +1,765	+80%	+$893K	0.72%	31
2024 Q3	$1.29M	Buy	+2,205	New	+$1.29M	0.48%	37