CFA
Cahill Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
4,624
+6
| +0.1% | +$1.87K | 0.18% | 88 |
|
|
2025
Q1 | $2.42M | Buy |
4,618
+3
| +0.1% | +$1.57K | 0.33% | 52 |
|
|
2024
Q4 | $2.33M | Sell |
4,615
-61
| -1% | -$30.9K | 0.32% | 58 |
|
|
2024
Q3 | $2.73M | Buy |
4,676
+270
| +6% | +$158K | 0.37% | 46 |
|
|
2024
Q2 | $2.24M | Buy |
4,406
+6
| +0.1% | +$3.06K | 0.31% | 65 |
|
|
2024
Q1 | $2.18M | Buy |
4,400
+114
| +3% | +$56.4K | 0.3% | 67 |
|
|
2023
Q4 | $2.26M | Buy |
4,286
+14
| +0.3% | +$7.37K | 0.33% | 63 |
|
|
2023
Q3 | $2.15M | Sell |
4,272
-22
| -0.5% | -$11.1K | 0.36% | 58 |
|
|
2023
Q2 | $2.06M | Buy |
4,294
+146
| +4% | +$70.2K | 0.33% | 62 |
|
|
2023
Q1 | $1.96M | Buy |
4,148
+58
| +1% | +$27.4K | 0.35% | 62 |
|
|
2022
Q4 | $2.17M | Buy |
4,090
+188
| +5% | +$99.7K | 0.42% | 56 |
|
|
2022
Q3 | $1.97M | Buy |
3,902
+288
| +8% | +$145K | 0.42% | 59 |
|
|
2022
Q2 | $1.86M | Buy |
3,614
+27
| +0.8% | +$13.9K | 0.39% | 62 |
|
|
2022
Q1 | $1.83M | Buy |
3,587
+262
| +8% | +$134K | 0.34% | 69 |
|
|
2021
Q4 | $1.67M | Sell |
3,325
-168
| -5% | -$84.4K | 0.32% | 75 |
|
|
2021
Q3 | $1.37M | Buy |
3,493
+189
| +6% | +$73.9K | 0.28% | 79 |
|
|
2021
Q2 | $1.32M | Sell |
3,304
-446
| -12% | -$179K | 0.3% | 75 |
|
|
2021
Q1 | $1.4M | Buy |
3,750
+809
| +28% | +$301K | 0.34% | 68 |
|
|
2020
Q4 | $1.03M | Buy |
2,941
+138
| +5% | +$48.4K | 0.26% | 82 |
|
|
2020
Q3 | $874K | Buy |
2,803
+824
| +42% | +$257K | 0.31% | 76 |
|
|
2020
Q2 | $584K | Sell |
1,979
-109
| -5% | -$32.2K | 0.23% | 93 |
|
|
2020
Q1 | $521K | Buy |
2,088
+539
| +35% | +$134K | 0.24% | 92 |
|
|
2019
Q4 | $456K | Buy |
1,549
+19
| +1% | +$5.59K | 0.17% | 111 |
|
|
2019
Q3 | $333K | Sell |
1,530
-133
| -8% | -$28.9K | 0.13% | 124 |
|
|
2019
Q2 | $406K | Sell |
1,663
-37
| -2% | -$9.03K | 0.16% | 111 |
|
|
2019
Q1 | $421K | Sell |
1,700
-29
| -2% | -$7.18K | 0.18% | 106 |
|
|
2018
Q4 | $431K | Buy |
1,729
+8
| +0.5% | +$1.99K | 0.22% | 101 |
|
|
2018
Q3 | $458K | Buy |
1,721
+4
| +0.2% | +$1.06K | 0.2% | 101 |
|
|
2018
Q2 | $422K | Sell |
1,717
-61
| -3% | -$15K | 0.19% | 107 |
|
|
2018
Q1 | $381K | Sell |
1,778
-59
| -3% | -$12.6K | 0.18% | 112 |
|
|
2017
Q4 | $405K | Sell |
1,837
-96
| -5% | -$21.2K | 0.2% | 105 |
|
|
2017
Q3 | $379K | Sell |
1,933
-267
| -12% | -$52.4K | 0.2% | 105 |
|
|
2017
Q2 | $408K | Buy |
2,200
+549
| +33% | +$102K | 0.23% | 99 |
|
|
2017
Q1 | $271K | Buy |
1,651
+5
| +0.3% | +$821 | 0.16% | 108 |
|
|
2016
Q4 | $264K | Buy |
1,646
+4
| +0.2% | +$642 | 0.16% | 108 |
|
|
2016
Q3 | $230K | Buy |
1,642
+6
| +0.4% | +$840 | 0.15% | 114 |
|
|
2016
Q2 | $232K | Sell |
1,636
-12
| -0.7% | -$1.7K | 0.16% | 107 |
|
|
2016
Q1 | $213K | Sell |
1,648
-151
| -8% | -$19.5K | 0.16% | 104 |
|
|
2015
Q4 | $212K | Buy |
1,799
+6
| +0.3% | +$707 | 0.17% | 100 |
|
|
2015
Q3 | $209K | Sell |
1,793
-313
| -15% | -$36.5K | 0.17% | 104 |
|
|
2015
Q2 | $257K | Buy |
2,106
+7
| +0.3% | +$854 | 0.19% | 93 |
|
|
2015
Q1 | $249K | Buy |
2,099
+5
| +0.2% | +$593 | 0.19% | 90 |
|
|
2014
Q4 | $212K | Buy |
+2,094
| New | +$212K | 0.16% | 100 |
|