Caldwell Sutter Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
915
+44
| +5% | +$13.7K | 0.13% | 157 |
|
|
2025
Q1 | $456K | Sell |
871
-80
| -8% | -$41.9K | 0.22% | 117 |
|
|
2024
Q4 | $481K | Sell |
951
-94
| -9% | -$47.6K | 0.22% | 114 |
|
|
2024
Q3 | $611K | Sell |
1,045
-16
| -2% | -$9.36K | 0.28% | 96 |
|
|
2024
Q2 | $540K | Buy |
1,061
+14
| +1% | +$7.13K | 0.27% | 102 |
|
|
2024
Q1 | $518K | Sell |
1,047
-1,002
| -49% | -$496K | 0.25% | 106 |
|
|
2023
Q4 | $1.08M | Buy |
2,049
+152
| +8% | +$80K | 0.55% | 53 |
|
|
2023
Q3 | $956K | Sell |
1,897
-1
| -0.1% | -$504 | 0.53% | 52 |
|
|
2023
Q2 | $912K | Buy |
1,898
+638
| +51% | +$307K | 0.48% | 59 |
|
|
2023
Q1 | $595K | Buy |
1,260
+110
| +10% | +$52K | 0.43% | 59 |
|
|
2022
Q4 | $610K | Buy |
+1,150
| New | +$610K | 0.54% | 54 |
|