Total Clarity Wealth Management’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 |
-1,867
| Closed | -$944K | – | 334 |
|
|
2025
Q1 | $944K | Hold |
1,867
| – | – | 0.31% | 87 |
|
|
2024
Q4 | $944K | Hold |
1,867
| – | – | 0.31% | 88 |
|
|
2024
Q3 | $1.09M | Hold |
1,867
| – | – | 0.35% | 79 |
|
|
2024
Q2 | $951K | Sell |
1,867
-361
| -16% | -$184K | 0.33% | 81 |
|
|
2024
Q1 | $1.1M | Sell |
2,228
-247
| -10% | -$122K | 0.38% | 74 |
|
|
2023
Q4 | $1.3M | Buy |
2,475
+9
| +0.4% | +$4.74K | 0.53% | 56 |
|
|
2023
Q3 | $1.24M | Sell |
2,466
-214
| -8% | -$108K | 0.6% | 47 |
|
|
2023
Q2 | $1.29M | Sell |
2,680
-59
| -2% | -$28.4K | 0.64% | 44 |
|
|
2023
Q1 | $1.29M | Buy |
2,739
+3
| +0.1% | +$1.42K | 0.7% | 38 |
|
|
2022
Q4 | $1.45M | Buy |
2,736
+169
| +7% | +$89.6K | 0.74% | 32 |
|
|
2022
Q3 | $1.3M | Sell |
2,567
-48
| -2% | -$24.3K | 0.81% | 34 |
|
|
2022
Q2 | $1.34M | Sell |
2,615
-119
| -4% | -$61.1K | 0.69% | 36 |
|
|
2022
Q1 | $1.39M | Buy |
2,734
+394
| +17% | +$201K | 0.76% | 38 |
|
|
2021
Q4 | $1.18M | Hold |
2,340
| – | – | 0.53% | 47 |
|
|
2021
Q3 | $914K | Buy |
2,340
+110
| +5% | +$43K | 0.43% | 58 |
|
|
2021
Q2 | $893K | Buy |
2,230
+80
| +4% | +$32K | 0.5% | 60 |
|
|
2021
Q1 | $800K | Hold |
2,150
| – | – | 0.46% | 53 |
|
|
2020
Q4 | $754K | Buy |
+2,150
| New | +$754K | 0.52% | 53 |
|
|
2020
Q1 | – | Sell |
-115
| Closed | -$34K | – | 584 |
|
|
2019
Q4 | $34K | Buy |
+115
| New | +$34K | 0.03% | 328 |
|