Caldwell Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Sell |
3,875
-3,168
| -45% | -$943K | 0.09% | 159 |
|
|
2025
Q4 | $2.32M | Sell |
7,043
-864
| -11% | -$293K | 0.21% | 95 |
|
|
2025
Q3 | $2.73M | Sell |
7,907
-6,582
| -45% | -$1.99M | 0.26% | 84 |
|
|
2025
Q2 | $4.52M | Sell |
14,489
-2,293
| -14% | -$876K | 0.45% | 57 |
|
|
2025
Q1 | $8.79M | Sell |
16,782
-579
| -3% | -$296K | 0.94% | 30 |
|
|
2024
Q4 | $8.78M | Sell |
17,361
-1,411
| -8% | -$802K | 0.92% | 27 |
|
|
2024
Q3 | $11M | Sell |
18,772
-622
| -3% | -$352K | 1.15% | 18 |
|
|
2024
Q2 | $9.88M | Buy |
19,394
+235
| +1% | +$115K | 1.09% | 21 |
|
|
2024
Q1 | $9.48M | Sell |
19,159
-645
| -3% | -$328K | 1.1% | 22 |
|
|
2023
Q4 | $10.4M | Sell |
19,804
-298
| -1% | -$159K | 1.32% | 15 |
|
|
2023
Q3 | $10.1M | Sell |
20,102
-151
| -0.7% | -$74.3K | 1.38% | 15 |
|
|
2023
Q2 | $9.73M | Sell |
20,253
-34
| -0.2% | -$16.6K | 1.27% | 17 |
|
|
2023
Q1 | $9.59M | Sell |
20,287
-63
| -0.3% | -$30.4K | 1.33% | 15 |
|
|
2022
Q4 | $10.8M | Sell |
20,350
-198
| -1% | -$105K | 1.53% | 13 |
|
|
2022
Q3 | $10.4M | Buy |
20,548
+506
| +3% | +$266K | 1.54% | 10 |
|
|
2022
Q2 | $10.3M | Buy |
20,042
+77
| +0.4% | +$38.7K | 1.42% | 14 |
|
|
2022
Q1 | $10.2M | Buy |
19,965
+62
| +0.3% | +$29.9K | 1.21% | 16 |
|
|
2021
Q4 | $9.99M | Buy |
19,903
+224
| +1% | +$101K | 1.15% | 18 |
|
|
2021
Q3 | $7.69M | Buy |
19,679
+703
| +4% | +$291K | 0.97% | 24 |
|
|
2021
Q2 | $7.6M | Buy |
18,976
+244
| +1% | +$97.3K | 0.99% | 23 |
|
|
2021
Q1 | $6.97M | Buy |
18,732
+310
| +2% | +$107K | 0.97% | 27 |
|
|
2020
Q4 | $6.46M | Buy |
18,422
+122
| +0.7% | +$40.9K | 0.98% | 25 |
|
|
2020
Q3 | $5.71M | Sell |
18,300
-760
| -4% | -$233K | 0.94% | 28 |
|
|
2020
Q2 | $5.62M | Sell |
19,060
-304
| -2% | -$87.1K | 0.94% | 28 |
|
|
2020
Q1 | $4.83M | Buy |
19,364
+1,329
| +7% | +$366K | 0.91% | 29 |
|
|
2019
Q4 | $5.3M | Buy |
+18,035
| New | +$4.72M | 0.81% | 38 |
|
Other funds holding UNH
VCM
VPM
