Montag & Caldwell’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
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|
2025
Q1 | $7.58M | Sell |
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|
2024
Q4 | $7.65M | Sell |
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|
2024
Q3 | $9.65M | Sell |
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|
2024
Q2 | $8.77M | Sell |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $23.2M | Sell |
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|
2023
Q3 | $35M | Sell |
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|
2023
Q2 | $34.1M | Buy |
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|
2023
Q1 | $30.4M | Sell |
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|
2022
Q4 | $34.5M | Sell |
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|
2022
Q3 | $33.9M | Sell |
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|
2022
Q2 | $34.6M | Sell |
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|
2022
Q1 | $46.2M | Sell |
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|
2021
Q4 | $46.2M | Sell |
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|
2021
Q3 | $40.4M | Sell |
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|
2021
Q2 | $41.8M | Sell |
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|
2021
Q1 | $41.1M | Sell |
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|
2020
Q4 | $67.3M | Buy |
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|
2020
Q3 | $59M | Sell |
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|
2020
Q2 | $58.5M | Sell |
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|
2020
Q1 | $62.3M | Sell |
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|
2019
Q4 | $103M | Sell |
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|
2019
Q3 | $77.6M | Sell |
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|
2019
Q2 | $88.7M | Buy |
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|
2019
Q1 | $80.7M | Sell |
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|
2018
Q4 | $88.2M | Sell |
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|
2018
Q3 | $118M | Sell |
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|
2018
Q2 | $113M | Sell |
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|
2018
Q1 | $130M | Sell |
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|
2017
Q4 | $150M | Sell |
|
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|
2017
Q3 | $162M | Sell |
|
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|
2017
Q2 | $163M | Sell |
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|
2017
Q1 | $157M | Sell |
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|
2016
Q4 | $174M | Buy |
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