Caldwell Investment 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 |
-2,690
| Closed | -$1.38M | – | 31 |
|
|
2025
Q1 | $1.38M | Hold |
2,690
| – | – | 1.02% | 20 |
|
|
2024
Q4 | $1.36M | Hold |
2,690
| – | – | 0.92% | 27 |
|
|
2024
Q3 | $1.56M | Hold |
2,690
| – | – | 1.1% | 19 |
|
|
2024
Q2 | $1.37M | Hold |
2,690
| – | – | 1.03% | 22 |
|
|
2024
Q1 | $1.33M | Hold |
2,690
| – | – | 0.99% | 25 |
|
|
2023
Q4 | $1.42M | Hold |
2,690
| – | – | 1.09% | 23 |
|
|
2023
Q3 | $1.35M | Hold |
2,690
| – | – | 1.31% | 16 |
|
|
2023
Q2 | $1.28M | Hold |
2,690
| – | – | 0.97% | 23 |
|
|
2023
Q1 | $1.27M | Sell |
2,690
-3,431
| -56% | -$1.62M | 1.26% | 18 |
|
|
2022
Q4 | $3.25M | Hold |
6,121
| – | – | 3.43% | 8 |
|
|
2022
Q3 | $3.12M | Sell |
6,121
-1,230
| -17% | -$627K | 3.79% | 8 |
|
|
2022
Q2 | $3.78M | Hold |
7,351
| – | – | 3.79% | 9 |
|
|
2022
Q1 | $3.83M | Sell |
7,351
-1,040
| -12% | -$541K | 3.03% | 8 |
|
|
2021
Q4 | $4.25M | Buy |
+8,391
| New | +$4.25M | 3.32% | 7 |
|