McClarren Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $217K | Buy |
|
|||||
|
2024
Q4 | $212K | Buy |
|
|||||
|
2024
Q3 | $52 | Sell |
|
|||||
|
2024
Q2 | $210K | Buy |
|
|||||
|
2024
Q1 | $207K | Buy |
|
|||||
|
2023
Q4 | $188K | Buy |
|
|||||
|
2023
Q3 | $103K | Buy |
|
|||||
|
2023
Q2 | $98K | Sell |
|
|||||
|
2023
Q1 | $96K | Sell |
|
|||||
|
2022
Q4 | $269K | Buy |
|
|||||
|
2022
Q3 | $256K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $53K | Sell |
|
|||||
|
2021
Q4 | $53K | Buy |
|
|||||
|
2021
Q3 | $9K | Buy |
|