LeJeune Puetz Investment Counsel’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.67M Sell
2022
Q4
$1.88M Sell
2022
Q3
$1.83M Hold
2022
Q2
$1.86M Hold
2022
Q1
$1.85M Hold
2021
Q4
$1.82M Hold
2021
Q3
$1.42M Buy
2021
Q2
$1.18M Hold
2021
Q1
$1.09M Hold
2020
Q4
$1.03M Hold
2020
Q3
$917K Hold
2020
Q2
$867K Hold
2020
Q1
$733K Sell
2019
Q4
$907K Hold
2019
Q3
$670K Buy
2019
Q2
$658K Buy
2019
Q1
$110K Hold
2018
Q4
$110K Buy