Clearstead Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
10,579
-988
| -9% | -$308K | 0.62% | 27 |
|
|
2025
Q1 | $6.06M | Sell |
11,567
-56
| -0.5% | -$29.3K | 1.35% | 15 |
|
|
2024
Q4 | $5.88M | Buy |
11,623
+565
| +5% | +$286K | 1.27% | 15 |
|
|
2024
Q3 | $6.47M | Sell |
11,058
-466
| -4% | -$272K | 1.55% | 14 |
|
|
2024
Q2 | $5.87M | Sell |
11,524
-349
| -3% | -$178K | 1.46% | 13 |
|
|
2024
Q1 | $5.87M | Sell |
11,873
-822
| -6% | -$407K | 1.54% | 12 |
|
|
2023
Q4 | $6.68M | Buy |
12,695
+1,861
| +17% | +$980K | 1.83% | 10 |
|
|
2023
Q3 | $5.46M | Sell |
10,834
-1,524
| -12% | -$768K | 1.8% | 11 |
|
|
2023
Q2 | $5.89M | Sell |
12,358
-1,384
| -10% | -$659K | 1.89% | 9 |
|
|
2023
Q1 | $6.49M | Sell |
13,742
-1,305
| -9% | -$617K | 2.07% | 8 |
|
|
2022
Q4 | $7.98M | Buy |
15,047
+229
| +2% | +$121K | 2.66% | 6 |
|
|
2022
Q3 | $7.48M | Buy |
14,818
+5,652
| +62% | +$2.85M | 2.6% | 7 |
|
|
2022
Q2 | $4.71M | Buy |
9,166
+368
| +4% | +$189K | 3.58% | 7 |
|
|
2022
Q1 | $4.49M | Buy |
8,798
+105
| +1% | +$53.6K | 2.91% | 10 |
|
|
2021
Q4 | $4.37M | Sell |
8,693
-75
| -0.9% | -$37.7K | 2.58% | 14 |
|
|
2021
Q3 | $3.43M | Buy |
8,768
+591
| +7% | +$231K | 2.17% | 17 |
|
|
2021
Q2 | $3.43M | Sell |
8,177
-323
| -4% | -$136K | 2.24% | 16 |
|
|
2021
Q1 | $3.16M | Buy |
8,500
+251
| +3% | +$93.4K | 2.34% | 15 |
|
|
2020
Q4 | $2.89M | Buy |
8,249
+69
| +0.8% | +$24.2K | 1.72% | 19 |
|
|
2020
Q3 | $2.55M | Sell |
8,180
-255
| -3% | -$79.5K | 2.03% | 16 |
|
|
2020
Q2 | $2.49M | Sell |
8,435
-1,805
| -18% | -$532K | 2.1% | 15 |
|
|
2020
Q1 | $2.55M | Sell |
10,240
-560
| -5% | -$140K | 2.31% | 15 |
|
|
2019
Q4 | $3.18M | Sell |
10,800
-737
| -6% | -$217K | 2.33% | 11 |
|
|
2019
Q3 | $2.51M | Buy |
11,537
+112
| +1% | +$24.3K | 1.95% | 20 |
|
|
2019
Q2 | $2.79M | Buy |
11,425
+1,054
| +10% | +$257K | 2.23% | 14 |
|
|
2019
Q1 | $2.57M | Sell |
10,371
-542
| -5% | -$134K | 2.14% | 14 |
|
|
2018
Q4 | $2.72M | Sell |
10,913
-1,348
| -11% | -$336K | 2.53% | 9 |
|
|
2018
Q3 | $3.26M | Sell |
12,261
-661
| -5% | -$176K | 2.5% | 13 |
|
|
2018
Q2 | $3.17M | Sell |
12,922
-135
| -1% | -$33.1K | 2.83% | 10 |
|
|
2018
Q1 | $2.79M | Buy |
13,057
+666
| +5% | +$143K | 2.4% | 13 |
|
|
2017
Q4 | $2.73M | Buy |
12,391
+152
| +1% | +$33.5K | 1.87% | 14 |
|
|
2017
Q3 | $2.4M | Sell |
12,239
-90
| -0.7% | -$17.6K | 1.78% | 14 |
|
|
2017
Q2 | $2.29M | Buy |
12,329
+9
| +0.1% | +$1.67K | 1.8% | 18 |
|
|
2017
Q1 | $2.02M | Sell |
12,320
-165
| -1% | -$27.1K | 1.67% | 22 |
|
|
2016
Q4 | $2M | Buy |
+12,485
| New | +$2M | 1.79% | 18 |
|