Callan Family Office’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.3M | Sell |
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|
2025
Q2 | $16.9M | Buy |
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|
2025
Q1 | $11.6M | Sell |
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|
2024
Q4 | $15.9M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $357K | Sell |
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|
2023
Q2 | $868K | Sell |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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