Clear Investment Research’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.3K | Buy |
87
+5
| +6% | +$1.57K | 0.03% | 135 |
|
|
2025
Q1 | $43K | Hold |
82
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $41.9K | Buy |
82
+6
| +8% | +$3.07K | 0.05% | 114 |
|
|
2024
Q3 | $44.8K | Buy |
76
+3
| +4% | +$1.77K | 0.06% | 108 |
|
|
2024
Q2 | $37.4K | Sell |
73
-17
| -19% | -$8.71K | 0.05% | 112 |
|
|
2024
Q1 | $44.6K | Sell |
90
-11
| -11% | -$5.45K | 0.06% | 106 |
|
|
2023
Q4 | $53.7K | Buy |
101
+25
| +33% | +$13.3K | 0.08% | 102 |
|
|
2023
Q3 | $38.7K | Sell |
76
-11
| -13% | -$5.6K | 0.07% | 96 |
|
|
2023
Q2 | $42K | Buy |
87
+11
| +14% | +$5.31K | 0.07% | 94 |
|
|
2023
Q1 | $36K | Buy |
76
+52
| +217% | +$24.6K | 0.06% | 92 |
|
|
2022
Q4 | $13K | Buy |
+24
| New | +$13K | 0.03% | 117 |
|
|
2019
Q4 | – | Sell |
-7
| Closed | -$2K | – | 373 |
|
|
2019
Q3 | $2K | Hold |
7
| – | – | ﹤0.01% | 126 |
|
|
2019
Q2 | $2K | Hold |
7
| – | – | ﹤0.01% | 125 |
|
|
2019
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 123 |
|
|
2018
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 116 |
|
|
2018
Q3 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 125 |
|