Calton & Associates’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 | $1.17M | Buy |
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|
2025
Q2 | $790K | Sell |
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|
2025
Q1 | $1.51M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $766K | Sell |
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|
2021
Q4 | $838K | Sell |
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|
2021
Q3 | $846K | Buy |
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|
2021
Q2 | $832K | Sell |
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|
2021
Q1 | $793K | Sell |
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|
2020
Q4 | $858K | Buy |
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|
2020
Q3 | $748K | Buy |
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|
2020
Q2 | $351K | Buy |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $637K | Buy |
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|
2019
Q3 | $405K | Sell |
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|
2019
Q2 | $506K | Buy |
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|
2019
Q1 | $418K | Sell |
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|
2018
Q4 | $815K | Buy |
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|
2018
Q3 | $754K | Buy |
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|
2018
Q2 | $706K | Sell |
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|
2018
Q1 | $1.94M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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