Callan Family Office’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.9M | Buy |
54,209
+32,060
| +145% | +$10M | 0.53% | 31 |
|
|
2025
Q1 | $11.6M | Sell |
22,149
-9,212
| -29% | -$4.82M | 0.87% | 21 |
|
|
2024
Q4 | $15.9M | Buy |
31,361
+27,963
| +823% | +$14.1M | 1.01% | 18 |
|
|
2024
Q3 | $1.99M | Buy |
3,398
+963
| +40% | +$563K | 0.33% | 43 |
|
|
2024
Q2 | $1.24M | Buy |
2,435
+791
| +48% | +$403K | 0.24% | 50 |
|
|
2024
Q1 | $813K | Buy |
1,644
+737
| +81% | +$365K | 0.19% | 47 |
|
|
2023
Q4 | $478K | Buy |
907
+199
| +28% | +$105K | 0.12% | 59 |
|
|
2023
Q3 | $357K | Sell |
708
-1,098
| -61% | -$554K | 0.1% | 63 |
|
|
2023
Q2 | $868K | Sell |
1,806
-2,539
| -58% | -$1.22M | 0.23% | 48 |
|
|
2023
Q1 | $2.05M | Buy |
4,345
+2,418
| +125% | +$1.14M | 0.5% | 32 |
|
|
2022
Q4 | $1.02M | Buy |
+1,927
| New | +$1.02M | 0.33% | 36 |
|