LeJeune Puetz Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.67M | Sell |
3,540
-7
| -0.2% | -$3.31K | 0.6% | 61 |
|
|
2022
Q4 | $1.88M | Sell |
3,547
-74
| -2% | -$39.2K | 0.7% | 49 |
|
|
2022
Q3 | $1.83M | Hold |
3,621
| – | – | 0.75% | 41 |
|
|
2022
Q2 | $1.86M | Hold |
3,621
| – | – | 0.72% | 45 |
|
|
2022
Q1 | $1.85M | Hold |
3,621
| – | – | 0.64% | 50 |
|
|
2021
Q4 | $1.82M | Hold |
3,621
| – | – | 0.61% | 53 |
|
|
2021
Q3 | $1.42M | Buy |
3,621
+681
| +23% | +$266K | 0.51% | 65 |
|
|
2021
Q2 | $1.18M | Hold |
2,940
| – | – | 0.43% | 75 |
|
|
2021
Q1 | $1.09M | Hold |
2,940
| – | – | 0.43% | 75 |
|
|
2020
Q4 | $1.03M | Hold |
2,940
| – | – | 0.45% | 72 |
|
|
2020
Q3 | $917K | Hold |
2,940
| – | – | 0.45% | 68 |
|
|
2020
Q2 | $867K | Hold |
2,940
| – | – | 0.45% | 70 |
|
|
2020
Q1 | $733K | Sell |
2,940
-145
| -5% | -$36.2K | 0.43% | 74 |
|
|
2019
Q4 | $907K | Hold |
3,085
| – | – | 0.43% | 73 |
|
|
2019
Q3 | $670K | Buy |
3,085
+390
| +14% | +$84.7K | 0.34% | 82 |
|
|
2019
Q2 | $658K | Buy |
2,695
+2,252
| +508% | +$550K | 0.34% | 84 |
|
|
2019
Q1 | $110K | Hold |
443
| – | – | 0.06% | 165 |
|
|
2018
Q4 | $110K | Buy |
+443
| New | +$110K | 0.07% | 162 |
|