CWM
Cahaba Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
1,372
+9
| +0.7% | +$2.81K | 0.03% | 101 |
|
|
2025
Q1 | $714K | Sell |
1,363
-1
| -0.1% | -$524 | 0.06% | 70 |
|
|
2024
Q4 | $690K | Buy |
1,364
+6
| +0.4% | +$3.04K | 0.06% | 74 |
|
|
2024
Q3 | $794K | Sell |
1,358
-1,526
| -53% | -$893K | 0.07% | 64 |
|
|
2024
Q2 | $1.47M | Buy |
2,884
+25
| +0.9% | +$12.7K | 0.13% | 37 |
|
|
2024
Q1 | $1.41M | Buy |
2,859
+8
| +0.3% | +$3.96K | 0.13% | 37 |
|
|
2023
Q4 | $1.5M | Sell |
2,851
-54
| -2% | -$28.4K | 0.15% | 36 |
|
|
2023
Q3 | $1.46M | Buy |
2,905
+15
| +0.5% | +$7.56K | 0.16% | 37 |
|
|
2023
Q2 | $1.39M | Buy |
2,890
+21
| +0.7% | +$10.1K | 0.15% | 39 |
|
|
2023
Q1 | $1.36M | Buy |
2,869
+5
| +0.2% | +$2.36K | 0.16% | 38 |
|
|
2022
Q4 | $1.52M | Buy |
2,864
+79
| +3% | +$41.9K | 0.19% | 33 |
|
|
2022
Q3 | $1.41M | Sell |
2,785
-15
| -0.5% | -$7.57K | 0.19% | 35 |
|
|
2022
Q2 | $1.44M | Buy |
2,800
+10
| +0.4% | +$5.14K | 0.21% | 35 |
|
|
2022
Q1 | $1.42M | Buy |
2,790
+52
| +2% | +$26.4K | 0.19% | 37 |
|
|
2021
Q4 | $1.38M | Buy |
2,738
+49
| +2% | +$24.6K | 0.18% | 37 |
|
|
2021
Q3 | $1.05M | Buy |
2,689
+28
| +1% | +$10.9K | 0.15% | 44 |
|
|
2021
Q2 | $1.1M | Sell |
2,661
-457
| -15% | -$188K | 0.17% | 36 |
|
|
2021
Q1 | $1.16M | Sell |
3,118
-2,299
| -42% | -$855K | 0.18% | 39 |
|
|
2020
Q4 | $1.88M | Sell |
5,417
-1,165
| -18% | -$405K | 0.31% | 30 |
|
|
2020
Q3 | $2.05M | Buy |
6,582
+545
| +9% | +$170K | 0.41% | 27 |
|
|
2020
Q2 | $1.85M | Sell |
6,037
-509
| -8% | -$156K | 0.38% | 27 |
|
|
2020
Q1 | $1.63M | Sell |
6,546
-137
| -2% | -$34.2K | 0.42% | 28 |
|
|
2019
Q4 | $1.96M | Sell |
6,683
-5,026
| -43% | -$1.48M | 0.44% | 23 |
|
|
2019
Q3 | $2.54M | Buy |
11,709
+11
| +0.1% | +$2.39K | 0.61% | 18 |
|
|
2019
Q2 | $2.85M | Sell |
11,698
-171
| -1% | -$41.7K | 0.71% | 17 |
|
|
2019
Q1 | $2.93M | Buy |
11,869
+62
| +0.5% | +$15.3K | 0.79% | 16 |
|
|
2018
Q4 | $2.94M | Sell |
11,807
-43
| -0.4% | -$10.7K | 0.91% | 15 |
|
|
2018
Q3 | $3.19M | Sell |
11,850
-135
| -1% | -$36.3K | 1.04% | 16 |
|
|
2018
Q2 | $3.03M | Sell |
11,985
-4
| -0% | -$1.01K | 1.05% | 16 |
|
|
2018
Q1 | $2.6M | Buy |
11,989
+36
| +0.3% | +$7.82K | 1.03% | 17 |
|
|
2017
Q4 | $2.64M | Sell |
11,953
-192
| -2% | -$42.3K | 1.07% | 18 |
|
|
2017
Q3 | $2.38M | Buy |
+12,145
| New | +$2.38M | 1.09% | 17 |
|