Clifford Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
998
-246
| -20% | -$76.8K | 0.26% | 56 |
|
|
2025
Q1 | $652K | Sell |
1,244
-235
| -16% | -$123K | 0.61% | 27 |
|
|
2024
Q4 | $748K | Buy |
1,479
+10
| +0.7% | +$5.06K | 0.57% | 27 |
|
|
2024
Q3 | $859K | Sell |
1,469
-12
| -0.8% | -$7.02K | 0.67% | 23 |
|
|
2024
Q2 | $754K | Buy |
1,481
+14
| +1% | +$7.13K | 0.61% | 24 |
|
|
2024
Q1 | $726K | Buy |
1,467
+100
| +7% | +$49.5K | 0.6% | 27 |
|
|
2023
Q4 | $720K | Buy |
1,367
+6
| +0.4% | +$3.16K | 0.67% | 25 |
|
|
2023
Q3 | $686K | Sell |
1,361
-116
| -8% | -$58.5K | 0.74% | 25 |
|
|
2023
Q2 | $710K | Buy |
1,477
+226
| +18% | +$109K | 0.76% | 28 |
|
|
2023
Q1 | $591K | Buy |
1,251
+15
| +1% | +$7.09K | 0.72% | 26 |
|
|
2022
Q4 | $655K | Buy |
+1,236
| New | +$655K | 0.82% | 25 |
|