CANC
Culbertson A N & Co’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
6,498
-5,306
| -45% | -$1.66M | 0.31% | 67 |
|
|
2025
Q1 | $6.18M | Sell |
11,804
-205
| -2% | -$107K | 0.99% | 31 |
|
|
2024
Q4 | $6.07M | Sell |
12,009
-107
| -0.9% | -$54.1K | 0.97% | 33 |
|
|
2024
Q3 | $7.08M | Hold |
12,116
| – | – | 1.14% | 28 |
|
|
2024
Q2 | $6.17M | Sell |
12,116
-13
| -0.1% | -$6.62K | 1.08% | 28 |
|
|
2024
Q1 | $6M | Buy |
12,129
+91
| +0.8% | +$45K | 1.04% | 30 |
|
|
2023
Q4 | $6.34M | Sell |
12,038
-52
| -0.4% | -$27.4K | 1.18% | 29 |
|
|
2023
Q3 | $6.1M | Buy |
12,090
+115
| +1% | +$58K | 1.22% | 29 |
|
|
2023
Q2 | $5.76M | Buy |
11,975
+16
| +0.1% | +$7.69K | 1.11% | 30 |
|
|
2023
Q1 | $5.65M | Sell |
11,959
-130
| -1% | -$61.4K | 1.15% | 31 |
|
|
2022
Q4 | $6.41M | Sell |
12,089
-85
| -0.7% | -$45.1K | 1.35% | 25 |
|
|
2022
Q3 | $6.15M | Sell |
12,174
-137
| -1% | -$69.2K | 1.43% | 24 |
|
|
2022
Q2 | $6.32M | Sell |
12,311
-86
| -0.7% | -$44.2K | 1.37% | 24 |
|
|
2022
Q1 | $6.32M | Buy |
12,397
+810
| +7% | +$413K | 1.19% | 27 |
|
|
2021
Q4 | $5.82M | Sell |
11,587
-300
| -3% | -$151K | 1.1% | 35 |
|
|
2021
Q3 | $4.64M | Buy |
11,887
+629
| +6% | +$246K | 0.95% | 38 |
|
|
2021
Q2 | $4.51M | Buy |
11,258
+280
| +3% | +$112K | 0.94% | 38 |
|
|
2021
Q1 | $4.09M | Buy |
10,978
+1,020
| +10% | +$380K | 0.9% | 41 |
|
|
2020
Q4 | $3.49M | Buy |
9,958
+15
| +0.2% | +$5.26K | 0.83% | 41 |
|
|
2020
Q3 | $3.1M | Buy |
9,943
+2,529
| +34% | +$788K | 0.82% | 42 |
|
|
2020
Q2 | $2.19M | Buy |
7,414
+550
| +8% | +$162K | 0.6% | 53 |
|
|
2020
Q1 | $1.71M | Buy |
6,864
+605
| +10% | +$151K | 0.55% | 56 |
|
|
2019
Q4 | $1.84M | Buy |
6,259
+250
| +4% | +$73.5K | 0.47% | 63 |
|
|
2019
Q3 | $1.31M | Buy |
6,009
+420
| +8% | +$91.3K | 0.36% | 70 |
|
|
2019
Q2 | $1.36M | Buy |
5,589
+520
| +10% | +$127K | 0.38% | 69 |
|
|
2019
Q1 | $1.25M | Buy |
5,069
+467
| +10% | +$115K | 0.36% | 72 |
|
|
2018
Q4 | $1.15M | Buy |
4,602
+380
| +9% | +$94.6K | 0.37% | 69 |
|
|
2018
Q3 | $1.12M | Buy |
4,222
+1,142
| +37% | +$304K | 0.31% | 71 |
|
|
2018
Q2 | $756K | Buy |
3,080
+435
| +16% | +$107K | 0.22% | 78 |
|
|
2018
Q1 | $566K | Buy |
2,645
+325
| +14% | +$69.5K | 0.17% | 85 |
|
|
2017
Q4 | $511K | Buy |
2,320
+1,005
| +76% | +$221K | 0.14% | 83 |
|
|
2017
Q3 | $258K | Buy |
+1,315
| New | +$258K | 0.08% | 92 |
|