Clearstead Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.81M | Sell |
14,092
-3,250
| -19% | -$968K | 0.04% | 266 |
|
|
2025
Q4 | $5.72M | Sell |
17,342
-134
| -0.8% | -$45.4K | 0.07% | 186 |
|
|
2025
Q3 | $6.03M | Sell |
17,476
-952
| -5% | -$288K | 0.09% | 180 |
|
|
2025
Q2 | $5.75M | Sell |
18,428
-3,235
| -15% | -$1.24M | 0.08% | 178 |
|
|
2025
Q1 | $11.3M | Sell |
21,663
-23,663
| -52% | -$12.1M | 0.18% | 115 |
|
|
2024
Q4 | $22.9M | Sell |
45,326
-606
| -1% | -$344K | 0.35% | 62 |
|
|
2024
Q3 | $26.9M | Buy |
45,932
+3,225
| +8% | +$1.82M | 0.42% | 53 |
|
|
2024
Q2 | $21.7M | Buy |
42,707
+30,483
| +249% | +$14.9M | 0.37% | 56 |
|
|
2024
Q1 | $6.26M | Sell |
12,224
-1,116
| -8% | -$567K | 0.31% | 65 |
|
|
2023
Q4 | $7.02M | Sell |
13,340
-15,730
| -54% | -$8.39M | 0.37% | 55 |
|
|
2023
Q3 | $14.7M | Buy |
29,070
+17,483
| +151% | +$8.6M | 0.43% | 50 |
|
|
2023
Q2 | $5.57M | Buy |
11,587
+209
| +2% | +$102K | 0.34% | 58 |
|
|
2023
Q1 | $5.38M | Buy |
11,378
+1,022
| +10% | +$493K | 0.39% | 54 |
|
|
2022
Q4 | $5.49M | Buy |
10,356
+65
| +0.6% | +$34.4K | 0.43% | 48 |
|
|
2022
Q3 | $5.2M | Sell |
10,291
-5,259
| -34% | -$2.77M | 0.48% | 45 |
|
|
2022
Q2 | $7.99M | Buy |
15,550
+278
| +2% | +$140K | 0.62% | 37 |
|
|
2022
Q1 | $7.79M | Buy |
15,272
+987
| +7% | +$476K | 0.53% | 41 |
|
|
2021
Q4 | $7.17M | Buy |
14,285
+661
| +5% | +$299K | 0.49% | 41 |
|
|
2021
Q3 | $5.32M | Sell |
13,624
-611
| -4% | -$253K | 0.4% | 55 |
|
|
2021
Q2 | $5.7M | Buy |
14,235
+36
| +0.3% | +$14.4K | 0.44% | 49 |
|
|
2021
Q1 | $5.28M | Buy |
14,199
+206
| +1% | +$71.4K | 0.44% | 48 |
|
|
2020
Q4 | $4.91M | Buy |
13,993
+5,556
| +66% | +$1.86M | 0.45% | 50 |
|
|
2020
Q3 | $2.63M | Buy |
8,437
+147
| +2% | +$45.2K | 0.28% | 72 |
|
|
2020
Q2 | $2.44M | Buy |
8,290
+433
| +6% | +$124K | 0.28% | 72 |
|
|
2020
Q1 | $1.96M | Sell |
7,857
-456
| -5% | -$125K | 0.29% | 70 |
|
|
2019
Q4 | $2.44M | Buy |
8,313
+610
| +8% | +$160K | 0.3% | 72 |
|
|
2019
Q3 | $1.67M | Sell |
7,703
-165
| -2% | -$39.8K | 0.22% | 87 |
|
|
2019
Q2 | $1.92M | Buy |
7,868
+804
| +11% | +$193K | 0.26% | 85 |
|
|
2019
Q1 | $1.75M | Buy |
7,064
+96
| +1% | +$24.5K | 0.24% | 83 |
|
|
2018
Q4 | $1.74M | Buy |
6,968
+265
| +4% | +$70K | 0.27% | 73 |
|
|
2018
Q3 | $1.78M | Sell |
6,703
-55
| -0.8% | -$14.3K | 0.24% | 74 |
|
|
2018
Q2 | $1.66M | Buy |
6,758
+7
| +0.1% | +$1.68K | 0.24% | 71 |
|
|
2018
Q1 | $1.45M | Sell |
6,751
-431
| -6% | -$98.4K | 0.21% | 87 |
|
|
2017
Q4 | $1.58M | Sell |
7,182
-351
| -5% | -$74.4K | 0.21% | 80 |
|
|
2017
Q3 | $1.48M | Sell |
7,533
-381
| -5% | -$73.6K | 0.19% | 92 |
|
|
2017
Q2 | $1.47M | Buy |
7,914
+29
| +0.4% | +$5.08K | 0.21% | 87 |
|
|
2017
Q1 | $1.29M | Sell |
7,885
-347
| -4% | -$56.8K | 0.19% | 88 |
|
|
2016
Q4 | $1.32M | Buy |
+8,232
| New | +$1.23M | 0.21% | 79 |
|
Other funds holding UNH
VCM
VPM
