McClarren Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,537
| Closed | -$217K | – | 281 |
|
|
2025
Q1 | $217K | Buy |
1,537
+4
| +0.3% | +$565 | 0.14% | 67 |
|
|
2024
Q4 | $212K | Buy |
1,533
+591
| +63% | +$81.7K | 0.6% | 29 |
|
|
2024
Q3 | $52 | Sell |
942
-1,813
| -66% | -$100 | 0.01% | 120 |
|
|
2024
Q2 | $210K | Buy |
2,755
+1,813
| +192% | +$138K | 0.15% | 67 |
|
|
2024
Q1 | $207K | Buy |
942
+586
| +165% | +$129K | 0.15% | 71 |
|
|
2023
Q4 | $188K | Buy |
356
+151
| +74% | +$79.7K | 0.14% | 70 |
|
|
2023
Q3 | $103K | Buy |
205
+1
| +0.5% | +$502 | 0.09% | 98 |
|
|
2023
Q2 | $98K | Sell |
204
-1
| -0.5% | -$480 | 0.08% | 104 |
|
|
2023
Q1 | $96K | Sell |
205
-304
| -60% | -$142K | 0.09% | 101 |
|
|
2022
Q4 | $269K | Buy |
509
+2
| +0.4% | +$1.06K | 0.26% | 56 |
|
|
2022
Q3 | $256K | Buy |
+507
| New | +$256K | 0.26% | 56 |
|
|
2022
Q2 | – | Sell |
-104
| Closed | -$53K | – | 260 |
|
|
2022
Q1 | $53K | Sell |
104
-2
| -2% | -$1.02K | 0.04% | 121 |
|
|
2021
Q4 | $53K | Buy |
106
+81
| +324% | +$40.5K | 0.04% | 132 |
|
|
2021
Q3 | $9K | Buy |
+25
| New | +$9K | 0.01% | 220 |
|