CAL
Capital Analysts LLC’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Sell |
10,134
-1,293
| -11% | -$403K | 0.11% | 160 |
|
|
2025
Q1 | $5.99M | Buy |
11,427
+381
| +3% | +$200K | 0.22% | 85 |
|
|
2024
Q4 | $5.59M | Buy |
11,046
+111
| +1% | +$56.1K | 0.22% | 89 |
|
|
2024
Q3 | $6.39M | Sell |
10,935
-307
| -3% | -$179K | 0.26% | 79 |
|
|
2024
Q2 | $5.73M | Buy |
11,242
+128
| +1% | +$65.2K | 0.25% | 82 |
|
|
2024
Q1 | $5.5M | Buy |
11,114
+270
| +2% | +$134K | 0.26% | 83 |
|
|
2023
Q4 | $5.71M | Buy |
10,844
+192
| +2% | +$101K | 0.29% | 79 |
|
|
2023
Q3 | $5.37M | Buy |
10,652
+6
| +0.1% | +$3.03K | 0.3% | 78 |
|
|
2023
Q2 | $5.12M | Sell |
10,646
-229
| -2% | -$110K | 0.28% | 81 |
|
|
2023
Q1 | $5.14M | Buy |
10,875
+181
| +2% | +$85.5K | 0.29% | 83 |
|
|
2022
Q4 | $5.67M | Sell |
10,694
-82
| -0.8% | -$43.5K | 0.35% | 63 |
|
|
2022
Q3 | $5.44M | Buy |
10,776
+77
| +0.7% | +$38.9K | 0.38% | 63 |
|
|
2022
Q2 | $5.5M | Sell |
10,699
-91
| -0.8% | -$46.7K | 0.38% | 61 |
|
|
2022
Q1 | $5.5M | Sell |
10,790
-540
| -5% | -$275K | 0.35% | 67 |
|
|
2021
Q4 | $5.69M | Sell |
11,330
-492
| -4% | -$247K | 0.35% | 59 |
|
|
2021
Q3 | $4.62M | Buy |
11,822
+170
| +1% | +$66.4K | 0.3% | 67 |
|
|
2021
Q2 | $4.67M | Sell |
11,652
-245
| -2% | -$98.1K | 0.31% | 69 |
|
|
2021
Q1 | $4.43M | Buy |
11,897
+730
| +7% | +$272K | 0.31% | 73 |
|
|
2020
Q4 | $3.92M | Sell |
11,167
-812
| -7% | -$285K | 0.34% | 62 |
|
|
2020
Q3 | $3.74M | Sell |
11,979
-457
| -4% | -$142K | 0.35% | 57 |
|
|
2020
Q2 | $3.67M | Sell |
12,436
-773
| -6% | -$228K | 0.39% | 59 |
|
|
2020
Q1 | $3.29M | Sell |
13,209
-733
| -5% | -$183K | 0.4% | 61 |
|
|
2019
Q4 | $4.1M | Sell |
13,942
-201
| -1% | -$59.1K | 0.41% | 64 |
|
|
2019
Q3 | $3.07M | Buy |
14,143
+154
| +1% | +$33.5K | 0.32% | 74 |
|
|
2019
Q2 | $3.41M | Buy |
13,989
+476
| +4% | +$116K | 0.37% | 65 |
|
|
2019
Q1 | $3.34M | Sell |
13,513
-669
| -5% | -$165K | 0.39% | 61 |
|
|
2018
Q4 | $3.53M | Sell |
14,182
-932
| -6% | -$232K | 0.46% | 48 |
|
|
2018
Q3 | $4.02M | Sell |
15,114
-638
| -4% | -$170K | 0.46% | 48 |
|
|
2018
Q2 | $3.87M | Sell |
15,752
-131
| -0.8% | -$32.1K | 0.46% | 42 |
|
|
2018
Q1 | $3.4M | Sell |
15,883
-26
| -0.2% | -$5.56K | 0.42% | 57 |
|
|
2017
Q4 | $3.51M | Sell |
15,909
-392
| -2% | -$86.4K | 0.44% | 53 |
|
|
2017
Q3 | $3.19M | Sell |
16,301
-505
| -3% | -$98.9K | 0.43% | 57 |
|
|
2017
Q2 | $3.12M | Sell |
16,806
-267
| -2% | -$49.5K | 0.44% | 47 |
|
|
2017
Q1 | $2.8M | Sell |
17,073
-828
| -5% | -$136K | 0.44% | 47 |
|
|
2016
Q4 | $2.87M | Buy |
17,901
+16,688
| +1,376% | +$2.67M | 0.5% | 41 |
|
|
2016
Q3 | $170K | Buy |
1,213
+100
| +9% | +$14K | 0.03% | 176 |
|
|
2016
Q2 | $157K | Sell |
1,113
-99
| -8% | -$14K | 0.03% | 181 |
|
|
2016
Q1 | $156K | Buy |
1,212
+51
| +4% | +$6.58K | 0.03% | 186 |
|
|
2015
Q4 | $137K | Hold |
1,161
| – | – | 0.03% | 190 |
|
|
2015
Q3 | $135K | Sell |
1,161
-57
| -5% | -$6.61K | 0.03% | 206 |
|
|
2015
Q2 | $149K | Sell |
1,218
-152
| -11% | -$18.6K | 0.03% | 188 |
|
|
2015
Q1 | $162K | Sell |
1,370
-27
| -2% | -$3.19K | 0.03% | 179 |
|
|
2014
Q4 | $141K | Buy |
1,397
+2
| +0.1% | +$202 | 0.03% | 176 |
|
|
2014
Q3 | $120K | Buy |
1,395
+1
| +0.1% | +$86 | 0.03% | 178 |
|
|
2014
Q2 | $114K | Buy |
1,394
+151
| +12% | +$12.3K | 0.03% | 178 |
|
|
2014
Q1 | $102K | Buy |
1,243
+1
| +0.1% | +$82 | 0.03% | 175 |
|
|
2013
Q4 | $93.6K | Buy |
1,242
+1
| +0.1% | +$75 | 0.03% | 174 |
|
|
2013
Q3 | $88.9K | Buy |
1,241
+215
| +21% | +$15.4K | 0.03% | 173 |
|
|
2013
Q2 | $67.2K | Buy |
+1,026
| New | +$67.2K | 0.02% | 178 |
|