Callan Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $834K | Sell |
1,592
-178
| -10% | -$93.2K | 0.06% | 135 |
|
|
2024
Q4 | $895K | Sell |
1,770
-542
| -23% | -$274K | 0.07% | 114 |
|
|
2024
Q3 | $1.35M | Sell |
2,312
-699
| -23% | -$409K | 0.09% | 96 |
|
|
2024
Q2 | $1.53M | Buy |
3,011
+1,990
| +195% | +$1.01M | 0.13% | 88 |
|
|
2024
Q1 | $505K | Buy |
1,021
+139
| +16% | +$68.8K | 0.04% | 142 |
|
|
2023
Q4 | $464K | Buy |
882
+49
| +6% | +$25.8K | 0.04% | 130 |
|
|
2023
Q3 | $420K | Buy |
833
+302
| +57% | +$152K | 0.04% | 130 |
|
|
2023
Q2 | $255K | Buy |
531
+5
| +1% | +$2.4K | 0.03% | 158 |
|
|
2023
Q1 | $249K | Sell |
526
-418
| -44% | -$198K | 0.03% | 156 |
|
|
2022
Q4 | $500K | Buy |
944
+224
| +31% | +$119K | 0.06% | 106 |
|
|
2022
Q3 | $364K | Sell |
720
-8
| -1% | -$4.04K | 0.06% | 96 |
|
|
2022
Q2 | $374K | Buy |
728
+8
| +1% | +$4.11K | 0.06% | 82 |
|
|
2022
Q1 | $367K | Buy |
720
+72
| +11% | +$36.7K | 0.05% | 93 |
|
|
2021
Q4 | $325K | Buy |
+648
| New | +$325K | 0.05% | 97 |
|