Clear Creek Financial Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
2,260
+523
| +30% | +$163K | 0.07% | 291 |
|
|
2025
Q1 | $910K | Buy |
1,737
+153
| +10% | +$80.1K | 0.09% | 206 |
|
|
2024
Q4 | $802K | Buy |
1,584
+40
| +3% | +$20.2K | 0.09% | 225 |
|
|
2024
Q3 | $903K | Buy |
1,544
+114
| +8% | +$66.6K | 0.1% | 185 |
|
|
2024
Q2 | $728K | Buy |
1,430
+2
| +0.1% | +$1.02K | 0.09% | 200 |
|
|
2024
Q1 | $706K | Buy |
1,428
+126
| +10% | +$62.3K | 0.09% | 194 |
|
|
2023
Q4 | $685K | Buy |
1,302
+225
| +21% | +$118K | 0.11% | 159 |
|
|
2023
Q3 | $543K | Sell |
1,077
-220
| -17% | -$111K | 0.1% | 158 |
|
|
2023
Q2 | $623K | Sell |
1,297
-68
| -5% | -$32.7K | 0.11% | 152 |
|
|
2023
Q1 | $645K | Buy |
1,365
+37
| +3% | +$17.5K | 0.12% | 134 |
|
|
2022
Q4 | $704K | Sell |
1,328
-327
| -20% | -$173K | 0.15% | 124 |
|
|
2022
Q3 | $836K | Sell |
1,655
-126
| -7% | -$63.6K | 0.18% | 96 |
|
|
2022
Q2 | $915K | Buy |
1,781
+454
| +34% | +$233K | 0.19% | 95 |
|
|
2022
Q1 | $677K | Buy |
1,327
+134
| +11% | +$68.4K | 0.11% | 157 |
|
|
2021
Q4 | $599K | Buy |
1,193
+268
| +29% | +$135K | 0.09% | 168 |
|
|
2021
Q3 | $361K | Buy |
925
+23
| +3% | +$8.98K | 0.06% | 220 |
|
|
2021
Q2 | $361K | Buy |
+902
| New | +$361K | 0.06% | 211 |
|
|
2021
Q1 | – | Sell |
-825
| Closed | -$289K | – | 241 |
|
|
2020
Q4 | $289K | Buy |
+825
| New | +$289K | 0.06% | 242 |
|
|
2020
Q3 | – | Sell |
-756
| Closed | -$222K | – | 252 |
|
|
2020
Q2 | $222K | Buy |
+756
| New | +$222K | 0.06% | 215 |
|