CAL
Capital Advisors Ltd’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
1,479
-299
| -17% | -$93.2K | 0.06% | 170 |
|
|
2025
Q1 | $931K | Sell |
1,778
-44
| -2% | -$23K | 0.12% | 103 |
|
|
2024
Q4 | $922K | Sell |
1,822
-17
| -0.9% | -$8.6K | 0.12% | 105 |
|
|
2024
Q3 | $1.08M | Buy |
1,839
+21
| +1% | +$12.3K | 0.13% | 97 |
|
|
2024
Q2 | $926K | Buy |
1,818
+121
| +7% | +$61.6K | 0.12% | 104 |
|
|
2024
Q1 | $840K | Sell |
1,697
-25
| -1% | -$12.4K | 0.11% | 115 |
|
|
2023
Q4 | $907K | Buy |
1,722
+62
| +4% | +$32.7K | 0.13% | 100 |
|
|
2023
Q3 | $837K | Buy |
1,660
+316
| +24% | +$159K | 0.13% | 99 |
|
|
2023
Q2 | $646K | Buy |
1,344
+471
| +54% | +$226K | 0.1% | 122 |
|
|
2023
Q1 | $413K | Sell |
873
-1,038
| -54% | -$491K | 0.07% | 158 |
|
|
2022
Q4 | $762K | Buy |
1,911
+481
| +34% | +$192K | 0.13% | 101 |
|
|
2022
Q3 | $722K | Buy |
1,430
+31
| +2% | +$15.7K | 0.14% | 94 |
|
|
2022
Q2 | $719K | Buy |
1,399
+66
| +5% | +$33.9K | 0.13% | 97 |
|
|
2022
Q1 | $680K | Buy |
1,333
+160
| +14% | +$81.6K | 0.11% | 109 |
|
|
2021
Q4 | $589K | Buy |
1,173
+327
| +39% | +$164K | 0.1% | 115 |
|
|
2021
Q3 | $331K | Buy |
846
+192
| +29% | +$75.1K | 0.06% | 154 |
|
|
2021
Q2 | $262K | Buy |
654
+625
| +2,155% | +$250K | 0.05% | 170 |
|
|
2021
Q1 | $11K | Buy |
+29
| New | +$11K | ﹤0.01% | 403 |
|
|
2020
Q2 | – | Sell |
-70
| Closed | -$17K | – | 479 |
|
|
2020
Q1 | $17K | Hold |
70
| – | – | 0.01% | 324 |
|
|
2019
Q4 | $21K | Hold |
70
| – | – | 0.01% | 306 |
|
|
2019
Q3 | $15K | Sell |
70
-165
| -70% | -$35.4K | ﹤0.01% | 327 |
|
|
2019
Q2 | $57K | Buy |
235
+165
| +236% | +$40K | 0.02% | 275 |
|
|
2019
Q1 | $17K | Hold |
70
| – | – | ﹤0.01% | 341 |
|
|
2018
Q4 | $17K | Buy |
+70
| New | +$17K | 0.01% | 349 |
|