Calamos Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.6M | Sell |
287,095
-17,829
| -6% | -$5.56M | 0.35% | 48 |
|
|
2025
Q1 | $160M | Sell |
304,924
-30,450
| -9% | -$15.9M | 0.7% | 16 |
|
|
2024
Q4 | $170M | Buy |
335,374
+26,481
| +9% | +$13.4M | 0.71% | 15 |
|
|
2024
Q3 | $181M | Buy |
308,893
+5,379
| +2% | +$3.14M | 0.78% | 13 |
|
|
2024
Q2 | $155M | Sell |
303,514
-11,974
| -4% | -$6.1M | 0.69% | 13 |
|
|
2024
Q1 | $156M | Sell |
315,488
-66,113
| -17% | -$32.7M | 0.74% | 13 |
|
|
2023
Q4 | $201M | Sell |
381,601
-9,048
| -2% | -$4.76M | 0.97% | 10 |
|
|
2023
Q3 | $197M | Buy |
390,649
+7,047
| +2% | +$3.55M | 1.02% | 11 |
|
|
2023
Q2 | $184M | Sell |
383,602
-3,774
| -1% | -$1.81M | 0.91% | 11 |
|
|
2023
Q1 | $183M | Sell |
387,376
-41,227
| -10% | -$19.5M | 0.89% | 10 |
|
|
2022
Q4 | $227M | Sell |
428,603
-55,072
| -11% | -$29.2M | 1.07% | 7 |
|
|
2022
Q3 | $244M | Sell |
483,675
-6,184
| -1% | -$3.12M | 1.12% | 6 |
|
|
2022
Q2 | $252M | Sell |
489,859
-9,605
| -2% | -$4.93M | 1.09% | 7 |
|
|
2022
Q1 | $255M | Buy |
499,464
+46,786
| +10% | +$23.9M | 0.96% | 9 |
|
|
2021
Q4 | $227M | Buy |
452,678
+7,938
| +2% | +$3.99M | 0.85% | 9 |
|
|
2021
Q3 | $174M | Buy |
444,740
+10,847
| +2% | +$4.24M | 0.76% | 12 |
|
|
2021
Q2 | $174M | Buy |
433,893
+78,423
| +22% | +$31.4M | 0.79% | 11 |
|
|
2021
Q1 | $132M | Buy |
355,470
+1,708
| +0.5% | +$635K | 0.72% | 15 |
|
|
2020
Q4 | $124M | Buy |
353,762
+15,517
| +5% | +$5.44M | 0.72% | 16 |
|
|
2020
Q3 | $105M | Sell |
338,245
-19,728
| -6% | -$6.15M | 0.68% | 15 |
|
|
2020
Q2 | $106M | Sell |
357,973
-99,064
| -22% | -$29.2M | 0.75% | 15 |
|
|
2020
Q1 | $114M | Sell |
457,037
-66,054
| -13% | -$16.5M | 0.89% | 11 |
|
|
2019
Q4 | $154M | Sell |
523,091
-23,147
| -4% | -$6.8M | 0.76% | 14 |
|
|
2019
Q3 | $119M | Buy |
546,238
+18,978
| +4% | +$4.12M | 0.65% | 21 |
|
|
2019
Q2 | $129M | Buy |
527,260
+10,242
| +2% | +$2.5M | 0.71% | 17 |
|
|
2019
Q1 | $128M | Buy |
517,018
+3,393
| +0.7% | +$839K | 0.8% | 13 |
|
|
2018
Q4 | $128M | Sell |
513,625
-17,383
| -3% | -$4.33M | 0.84% | 12 |
|
|
2018
Q3 | $141M | Sell |
531,008
-41,029
| -7% | -$10.9M | 0.78% | 10 |
|
|
2018
Q2 | $140M | Buy |
572,037
+55,824
| +11% | +$13.7M | 0.86% | 10 |
|
|
2018
Q1 | $110M | Buy |
516,213
+163,116
| +46% | +$34.9M | 0.72% | 19 |
|
|
2017
Q4 | $77.8M | Sell |
353,097
-112,839
| -24% | -$24.9M | 0.4% | 34 |
|
|
2017
Q3 | $91.3M | Sell |
465,936
-66,340
| -12% | -$13M | 0.71% | 23 |
|
|
2017
Q2 | $98.7M | Buy |
532,276
+1,482
| +0.3% | +$275K | 0.73% | 19 |
|
|
2017
Q1 | $87.1M | Buy |
530,794
+92,964
| +21% | +$15.2M | 0.69% | 26 |
|
|
2016
Q4 | $70.1M | Buy |
437,830
+169,545
| +63% | +$27.1M | 0.56% | 41 |
|
|
2016
Q3 | $37.6M | Sell |
268,285
-139
| -0.1% | -$19.5K | 0.27% | 116 |
|
|
2016
Q2 | $37.9M | Buy |
268,424
+173,841
| +184% | +$24.5M | 0.27% | 117 |
|
|
2016
Q1 | $12.2M | Buy |
94,583
+5,806
| +7% | +$748K | 0.08% | 242 |
|
|
2015
Q4 | $10.4M | Sell |
88,777
-1,840
| -2% | -$216K | 0.07% | 263 |
|
|
2015
Q3 | $10.5M | Sell |
90,617
-5,171
| -5% | -$600K | 0.07% | 256 |
|
|
2015
Q2 | $11.7M | Sell |
95,788
-4,144
| -4% | -$506K | 0.07% | 246 |
|
|
2015
Q1 | $11.8M | Buy |
99,932
+7,854
| +9% | +$929K | 0.07% | 249 |
|
|
2014
Q4 | $9.31M | Buy |
92,078
+478
| +0.5% | +$48.3K | 0.06% | 273 |
|
|
2014
Q3 | $7.9M | Hold |
91,600
| – | – | 0.05% | 280 |
|
|
2014
Q2 | $7.49M | Buy |
91,600
+6,600
| +8% | +$540K | 0.05% | 280 |
|
|
2014
Q1 | $6.97M | Hold |
85,000
| – | – | 0.04% | 272 |
|
|
2013
Q4 | $6.4M | Hold |
85,000
| – | – | 0.04% | 281 |
|
|
2013
Q3 | $6.09M | Hold |
85,000
| – | – | 0.04% | 271 |
|
|
2013
Q2 | $5.57M | Buy |
+85,000
| New | +$5.57M | 0.04% | 271 |
|