Callan Capital’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$834K Sell
2024
Q4
$895K Sell
2024
Q3
$1.35M Sell
2024
Q2
$1.53M Buy
2024
Q1
$505K Buy
2023
Q4
$464K Buy
2023
Q3
$420K Buy
2023
Q2
$255K Buy
2023
Q1
$249K Sell
2022
Q4
$500K Buy
2022
Q3
$364K Sell
2022
Q2
$374K Buy
2022
Q1
$367K Buy
2021
Q4
$325K Buy