Callahan Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
48,213
+1,355
| +3% | +$423K | 1.35% | 25 |
|
|
2025
Q1 | $24.5M | Buy |
46,858
+3,023
| +7% | +$1.58M | 2.34% | 10 |
|
|
2024
Q4 | $22.2M | Buy |
43,835
+266
| +0.6% | +$135K | 2.09% | 10 |
|
|
2024
Q3 | $25.5M | Sell |
43,569
-555
| -1% | -$324K | 2.48% | 8 |
|
|
2024
Q2 | $22.5M | Sell |
44,124
-28
| -0.1% | -$14.3K | 2.34% | 9 |
|
|
2024
Q1 | $21.8M | Buy |
44,152
+151
| +0.3% | +$74.7K | 2.29% | 9 |
|
|
2023
Q4 | $23.2M | Sell |
44,001
-306
| -0.7% | -$161K | 2.69% | 7 |
|
|
2023
Q3 | $22.3M | Buy |
44,307
+19
| +0% | +$9.58K | 2.81% | 6 |
|
|
2023
Q2 | $21.3M | Buy |
44,288
+799
| +2% | +$384K | 2.59% | 7 |
|
|
2023
Q1 | $20.6M | Sell |
43,489
-1,986
| -4% | -$939K | 2.65% | 5 |
|
|
2022
Q4 | $24.1M | Sell |
45,475
-2,264
| -5% | -$1.2M | 3.3% | 3 |
|
|
2022
Q3 | $24.1M | Sell |
47,739
-467
| -1% | -$236K | 3.46% | 3 |
|
|
2022
Q2 | $24.8M | Sell |
48,206
-976
| -2% | -$501K | 3.3% | 4 |
|
|
2022
Q1 | $25.1M | Sell |
49,182
-792
| -2% | -$404K | 2.86% | 4 |
|
|
2021
Q4 | $25.1M | Buy |
49,974
+267
| +0.5% | +$134K | 2.82% | 4 |
|
|
2021
Q3 | $19.4M | Sell |
49,707
-452
| -0.9% | -$177K | 2.45% | 6 |
|
|
2021
Q2 | $20.1M | Sell |
50,159
-346
| -0.7% | -$139K | 2.55% | 5 |
|
|
2021
Q1 | $18.8M | Sell |
50,505
-21
| -0% | -$7.81K | 2.54% | 7 |
|
|
2020
Q4 | $17.7M | Sell |
50,526
-1,310
| -3% | -$459K | 2.59% | 7 |
|
|
2020
Q3 | $16.2M | Sell |
51,836
-1,687
| -3% | -$526K | 2.64% | 8 |
|
|
2020
Q2 | $15.8M | Buy |
53,523
+275
| +0.5% | +$81.1K | 2.8% | 7 |
|
|
2020
Q1 | $13.3M | Sell |
53,248
-278
| -0.5% | -$69.3K | 2.79% | 6 |
|
|
2019
Q4 | $15.7M | Buy |
53,526
+1,098
| +2% | +$323K | 2.52% | 8 |
|
|
2019
Q3 | $11.4M | Buy |
52,428
+1,952
| +4% | +$424K | 1.99% | 17 |
|
|
2019
Q2 | $12.3M | Buy |
50,476
+80
| +0.2% | +$19.5K | 2.21% | 14 |
|
|
2019
Q1 | $12.5M | Sell |
50,396
-38
| -0.1% | -$9.4K | 2.32% | 8 |
|
|
2018
Q4 | $12.6M | Sell |
50,434
-1,033
| -2% | -$257K | 2.68% | 7 |
|
|
2018
Q3 | $13.7M | Sell |
51,467
-131
| -0.3% | -$34.9K | 2.54% | 6 |
|
|
2018
Q2 | $12.7M | Sell |
51,598
-1,807
| -3% | -$443K | 2.5% | 6 |
|
|
2018
Q1 | $11.4M | Sell |
53,405
-1,679
| -3% | -$359K | 2.34% | 8 |
|
|
2017
Q4 | $12.1M | Sell |
55,084
-1,772
| -3% | -$391K | 2.41% | 8 |
|
|
2017
Q3 | $11.1M | Sell |
56,856
-1,334
| -2% | -$261K | 2.34% | 8 |
|
|
2017
Q2 | $10.8M | Sell |
58,190
-1,086
| -2% | -$201K | 2.35% | 8 |
|
|
2017
Q1 | $9.72M | Sell |
59,276
-324
| -0.5% | -$53.1K | 2.19% | 12 |
|
|
2016
Q4 | $9.54M | Sell |
59,600
-1,192
| -2% | -$191K | 2.3% | 10 |
|
|
2016
Q3 | $8.51M | Sell |
60,792
-886
| -1% | -$124K | 2.13% | 17 |
|
|
2016
Q2 | $8.71M | Sell |
61,678
-1,376
| -2% | -$194K | 2.29% | 9 |
|
|
2016
Q1 | $8.13M | Buy |
63,054
+2,408
| +4% | +$310K | 2.23% | 12 |
|
|
2015
Q4 | $7.13M | Buy |
60,646
+957
| +2% | +$113K | 2.03% | 17 |
|
|
2015
Q3 | $6.93M | Sell |
59,689
-343
| -0.6% | -$39.8K | 2.13% | 15 |
|
|
2015
Q2 | $7.32M | Buy |
60,032
+1,526
| +3% | +$186K | 2.11% | 11 |
|
|
2015
Q1 | $6.92M | Buy |
58,506
+3,342
| +6% | +$395K | 2.02% | 11 |
|
|
2014
Q4 | $5.58M | Buy |
55,164
+1,375
| +3% | +$139K | 1.64% | 21 |
|
|
2014
Q3 | $4.64M | Buy |
53,789
+1,696
| +3% | +$146K | 1.44% | 29 |
|
|
2014
Q2 | $4.26M | Buy |
52,093
+4,825
| +10% | +$394K | 1.35% | 30 |
|
|
2014
Q1 | $3.88M | Buy |
47,268
+1,625
| +4% | +$133K | 1.32% | 37 |
|
|
2013
Q4 | $3.44M | Buy |
45,643
+5,766
| +14% | +$434K | 1.2% | 40 |
|
|
2013
Q3 | $2.86M | Buy |
39,877
+5,205
| +15% | +$373K | 1.09% | 48 |
|
|
2013
Q2 | $2.27M | Buy |
+34,672
| New | +$2.27M | 0.93% | 51 |
|