CAG
Crestwood Advisors Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
4,419
-938
| -18% | -$293K | 0.02% | 246 |
|
|
2025
Q1 | $2.81M | Buy |
5,357
+1,210
| +29% | +$634K | 0.05% | 172 |
|
|
2024
Q4 | $2.1M | Buy |
4,147
+269
| +7% | +$136K | 0.04% | 185 |
|
|
2024
Q3 | $2.27M | Buy |
3,878
+831
| +27% | +$486K | 0.04% | 176 |
|
|
2024
Q2 | $1.55M | Buy |
3,047
+188
| +7% | +$95.7K | 0.03% | 194 |
|
|
2024
Q1 | $1.41M | Buy |
2,859
+149
| +5% | +$73.7K | 0.03% | 195 |
|
|
2023
Q4 | $1.43M | Buy |
2,710
+299
| +12% | +$157K | 0.03% | 184 |
|
|
2023
Q3 | $1.22M | Buy |
2,411
+1,333
| +124% | +$672K | 0.03% | 180 |
|
|
2023
Q2 | $518K | Buy |
1,078
+173
| +19% | +$83.2K | 0.02% | 180 |
|
|
2023
Q1 | $428K | Sell |
905
-1,041
| -53% | -$492K | 0.01% | 195 |
|
|
2022
Q4 | $1.03M | Buy |
1,946
+692
| +55% | +$367K | 0.04% | 141 |
|
|
2022
Q3 | $633K | Buy |
1,254
+486
| +63% | +$245K | 0.02% | 170 |
|
|
2022
Q2 | $394K | Sell |
768
-83
| -10% | -$42.6K | 0.01% | 203 |
|
|
2022
Q1 | $434K | Sell |
851
-83
| -9% | -$42.3K | 0.01% | 206 |
|
|
2021
Q4 | $469K | Buy |
934
+45
| +5% | +$22.6K | 0.01% | 209 |
|
|
2021
Q3 | $347K | Sell |
889
-58
| -6% | -$22.6K | 0.01% | 219 |
|
|
2021
Q2 | $379K | Sell |
947
-17
| -2% | -$6.8K | 0.01% | 210 |
|
|
2021
Q1 | $359K | Buy |
+964
| New | +$359K | 0.01% | 204 |
|
|
2020
Q1 | – | Sell |
-1,709
| Closed | -$502K | – | 253 |
|
|
2019
Q4 | $502K | Buy |
1,709
+778
| +84% | +$229K | 0.02% | 178 |
|
|
2019
Q3 | $202K | Sell |
931
-245
| -21% | -$53.2K | 0.01% | 241 |
|
|
2019
Q2 | $287K | Buy |
+1,176
| New | +$287K | 0.01% | 196 |
|
|
2017
Q2 | – | Sell |
-280
| Closed | -$49K | – | 409 |
|
|
2017
Q1 | $49K | Buy |
+280
| New | +$49K | ﹤0.01% | 260 |
|
|
2016
Q2 | – | Sell |
-7,523
| Closed | -$970K | – | 144 |
|
|
2016
Q1 | $970K | Hold |
7,523
| – | – | 0.11% | 66 |
|
|
2015
Q4 | $885K | Buy |
7,523
+600
| +9% | +$70.6K | 0.11% | 72 |
|
|
2015
Q3 | $803K | Sell |
6,923
-4,802
| -41% | -$557K | 0.1% | 70 |
|
|
2015
Q2 | $1.43M | Buy |
11,725
+8,965
| +325% | +$1.09M | 0.19% | 52 |
|
|
2015
Q1 | $326K | Buy |
+2,760
| New | +$326K | 0.05% | 102 |
|