Caldwell Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.52M | Sell |
14,489
-2,293
|
|
||||
|
2025
Q1 | $8.79M | Sell |
16,782
-579
|
|
||||
|
2024
Q4 | $8.78M | Sell |
17,361
-1,411
|
|
||||
|
2024
Q3 | $11M | Sell |
18,772
-622
|
|
||||
|
2024
Q2 | $9.88M | Buy |
19,394
+235
|
|
||||
|
2024
Q1 | $9.48M | Sell |
19,159
-645
|
|
||||
|
2023
Q4 | $10.4M | Sell |
19,804
-298
|
|
||||
|
2023
Q3 | $10.1M | Sell |
20,102
-151
|
|
||||
|
2023
Q2 | $9.73M | Sell |
20,253
-34
|
|
||||
|
2023
Q1 | $9.59M | Sell |
20,287
-63
|
|
||||
|
2022
Q4 | $10.8M | Sell |
20,350
-198
|
|
||||
|
2022
Q3 | $10.4M | Buy |
20,548
+506
|
|
||||
|
2022
Q2 | $10.3M | Buy |
20,042
+77
|
|
||||
|
2022
Q1 | $10.2M | Buy |
19,965
+62
|
|
||||
|
2021
Q4 | $9.99M | Buy |
19,903
+224
|
|
||||
|
2021
Q3 | $7.69M | Buy |
19,679
+703
|
|
||||
|
2021
Q2 | $7.6M | Buy |
18,976
+244
|
|
||||
|
2021
Q1 | $6.97M | Buy |
18,732
+310
|
|
||||
|
2020
Q4 | $6.46M | Buy |
18,422
+122
|
|
||||
|
2020
Q3 | $5.71M | Sell |
18,300
-760
|
|
||||
|
2020
Q2 | $5.62M | Sell |
19,060
-304
|
|
||||
|
2020
Q1 | $4.83M | Buy |
19,364
+1,329
|
|
||||
|
2019
Q4 | $5.3M | Buy |
+18,035
|
|