CWM
Calamos Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
9,124
-23,605
| -72% | -$7.36M | 0.12% | 101 |
|
|
2025
Q1 | $17.1M | Sell |
32,729
-7,442
| -19% | -$3.9M | 0.85% | 23 |
|
|
2024
Q4 | $20.3M | Buy |
40,171
+157
| +0.4% | +$79.4K | 1.02% | 20 |
|
|
2024
Q3 | $23.4M | Sell |
40,014
-3,839
| -9% | -$2.24M | 1.2% | 17 |
|
|
2024
Q2 | $22.3M | Buy |
43,853
+423
| +1% | +$215K | 1.19% | 16 |
|
|
2024
Q1 | $21.5M | Buy |
43,430
+3,422
| +9% | +$1.69M | 1.21% | 16 |
|
|
2023
Q4 | $21.1M | Sell |
40,008
-181
| -0.5% | -$95.3K | 1.33% | 14 |
|
|
2023
Q3 | $20.3M | Buy |
40,189
+557
| +1% | +$281K | 1.54% | 13 |
|
|
2023
Q2 | $19M | Buy |
39,632
+2,708
| +7% | +$1.3M | 1.4% | 14 |
|
|
2023
Q1 | $17.5M | Sell |
36,924
-6,850
| -16% | -$3.24M | 1.37% | 14 |
|
|
2022
Q4 | $23.2M | Sell |
43,774
-342
| -0.8% | -$181K | 1.8% | 11 |
|
|
2022
Q3 | $22.3M | Buy |
44,116
+388
| +0.9% | +$196K | 1.91% | 11 |
|
|
2022
Q2 | $22.5M | Buy |
43,728
+77
| +0.2% | +$39.5K | 1.99% | 9 |
|
|
2022
Q1 | $22.3M | Buy |
43,651
+1,373
| +3% | +$700K | 1.66% | 11 |
|
|
2021
Q4 | $21.2M | Buy |
42,278
+1,242
| +3% | +$624K | 1.55% | 11 |
|
|
2021
Q3 | $16M | Buy |
41,036
+601
| +1% | +$235K | 1.3% | 11 |
|
|
2021
Q2 | $16.2M | Buy |
40,435
+1,164
| +3% | +$466K | 1.26% | 14 |
|
|
2021
Q1 | $14.6M | Buy |
39,271
+1,207
| +3% | +$449K | 1.2% | 12 |
|
|
2020
Q4 | $13.3M | Buy |
38,064
+1,119
| +3% | +$392K | 1.22% | 14 |
|
|
2020
Q3 | $11.5M | Sell |
36,945
-5,331
| -13% | -$1.66M | 1.32% | 13 |
|
|
2020
Q2 | $12.5M | Sell |
42,276
-1,106
| -3% | -$326K | 1.56% | 11 |
|
|
2020
Q1 | $10.8M | Buy |
43,382
+972
| +2% | +$242K | 1.65% | 9 |
|
|
2019
Q4 | $12.5M | Buy |
42,410
+113
| +0.3% | +$33.2K | 1.47% | 11 |
|
|
2019
Q3 | $9.19M | Sell |
42,297
-4,158
| -9% | -$904K | 1.23% | 14 |
|
|
2019
Q2 | $11.3M | Buy |
46,455
+61
| +0.1% | +$14.9K | 1.53% | 10 |
|
|
2019
Q1 | $11.5M | Buy |
46,394
+819
| +2% | +$202K | 1.64% | 9 |
|
|
2018
Q4 | $11.4M | Sell |
45,575
-3,716
| -8% | -$926K | 1.71% | 10 |
|
|
2018
Q3 | $13.1M | Sell |
49,291
-2,915
| -6% | -$775K | 1.63% | 11 |
|
|
2018
Q2 | $12.8M | Sell |
52,206
-687
| -1% | -$169K | 1.6% | 13 |
|
|
2018
Q1 | $11.3M | Buy |
52,893
+1,642
| +3% | +$351K | 1.42% | 14 |
|
|
2017
Q4 | $11.3M | Sell |
51,251
-668
| -1% | -$147K | 1.47% | 13 |
|
|
2017
Q3 | $10.2M | Buy |
51,919
+142
| +0.3% | +$27.8K | 1.41% | 13 |
|
|
2017
Q2 | $9.6M | Buy |
51,777
+238
| +0.5% | +$44.1K | 1.36% | 14 |
|
|
2017
Q1 | $8.45M | Sell |
51,539
-3,401
| -6% | -$558K | 1.26% | 15 |
|
|
2016
Q4 | $8.79M | Buy |
54,940
+9,066
| +20% | +$1.45M | 1.42% | 13 |
|
|
2016
Q3 | $6.42M | Buy |
45,874
+3,532
| +8% | +$494K | 1.1% | 19 |
|
|
2016
Q2 | $5.98M | Buy |
+42,342
| New | +$5.98M | 1.06% | 21 |
|