Montag & Caldwell’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
364
-14,113
| -97% | -$4.4M | 0.02% | 93 |
|
|
2025
Q1 | $7.58M | Sell |
14,477
-653
| -4% | -$342K | 1.76% | 27 |
|
|
2024
Q4 | $7.65M | Sell |
15,130
-1,378
| -8% | -$697K | 1.63% | 26 |
|
|
2024
Q3 | $9.65M | Sell |
16,508
-709
| -4% | -$415K | 1.96% | 25 |
|
|
2024
Q2 | $8.77M | Sell |
17,217
-4,661
| -21% | -$2.37M | 1.77% | 25 |
|
|
2024
Q1 | $10.8M | Sell |
21,878
-22,118
| -50% | -$10.9M | 1.86% | 23 |
|
|
2023
Q4 | $23.2M | Sell |
43,996
-25,475
| -37% | -$13.4M | 4.04% | 5 |
|
|
2023
Q3 | $35M | Sell |
69,471
-1,558
| -2% | -$786K | 4.5% | 4 |
|
|
2023
Q2 | $34.1M | Buy |
71,029
+6,799
| +11% | +$3.27M | 4.17% | 4 |
|
|
2023
Q1 | $30.4M | Sell |
64,230
-936
| -1% | -$442K | 4.08% | 5 |
|
|
2022
Q4 | $34.5M | Sell |
65,166
-1,901
| -3% | -$1.01M | 5.01% | 2 |
|
|
2022
Q3 | $33.9M | Sell |
67,067
-373
| -0.6% | -$188K | 5.03% | 3 |
|
|
2022
Q2 | $34.6M | Sell |
67,440
-23,172
| -26% | -$11.9M | 5.03% | 3 |
|
|
2022
Q1 | $46.2M | Sell |
90,612
-1,384
| -2% | -$706K | 5.15% | 3 |
|
|
2021
Q4 | $46.2M | Sell |
91,996
-11,520
| -11% | -$5.78M | 4.46% | 7 |
|
|
2021
Q3 | $40.4M | Sell |
103,516
-784
| -0.8% | -$306K | 3.73% | 6 |
|
|
2021
Q2 | $41.8M | Sell |
104,300
-6,124
| -6% | -$2.45M | 3.77% | 8 |
|
|
2021
Q1 | $41.1M | Sell |
110,424
-82,297
| -43% | -$30.6M | 3.76% | 9 |
|
|
2020
Q4 | $67.3M | Buy |
192,721
+3,398
| +2% | +$1.19M | 3.71% | 9 |
|
|
2020
Q3 | $59M | Sell |
189,323
-8,984
| -5% | -$2.8M | 3.59% | 11 |
|
|
2020
Q2 | $58.5M | Sell |
198,307
-51,671
| -21% | -$15.2M | 3.87% | 8 |
|
|
2020
Q1 | $62.3M | Sell |
249,978
-100,302
| -29% | -$25M | 4.14% | 6 |
|
|
2019
Q4 | $103M | Sell |
350,280
-6,727
| -2% | -$1.98M | 4.92% | 3 |
|
|
2019
Q3 | $77.6M | Sell |
357,007
-6,567
| -2% | -$1.43M | 3.99% | 7 |
|
|
2019
Q2 | $88.7M | Buy |
363,574
+37,094
| +11% | +$9.05M | 4.56% | 6 |
|
|
2019
Q1 | $80.7M | Sell |
326,480
-27,706
| -8% | -$6.85M | 4.21% | 7 |
|
|
2018
Q4 | $88.2M | Sell |
354,186
-90,806
| -20% | -$22.6M | 4.82% | 3 |
|
|
2018
Q3 | $118M | Sell |
444,992
-16,108
| -3% | -$4.29M | 4.62% | 4 |
|
|
2018
Q2 | $113M | Sell |
461,100
-147,680
| -24% | -$36.2M | 4.5% | 4 |
|
|
2018
Q1 | $130M | Sell |
608,780
-73,428
| -11% | -$15.7M | 4.74% | 3 |
|
|
2017
Q4 | $150M | Sell |
682,208
-144,673
| -17% | -$31.9M | 4.73% | 2 |
|
|
2017
Q3 | $162M | Sell |
826,881
-53,070
| -6% | -$10.4M | 4.98% | 1 |
|
|
2017
Q2 | $163M | Sell |
879,951
-74,879
| -8% | -$13.9M | 4.81% | 1 |
|
|
2017
Q1 | $157M | Sell |
954,830
-129,878
| -12% | -$21.3M | 4.48% | 6 |
|
|
2016
Q4 | $174M | Buy |
+1,084,708
| New | +$174M | 4.2% | 7 |
|