PJSIMP
P.J. Schmidt Investment Management (PJS)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Sell |
20,657
-3,730
| -15% | -$1.16M | 1.11% | 29 |
|
|
2025
Q1 | $12.8M | Sell |
24,387
-436
| -2% | -$228K | 2.34% | 10 |
|
|
2024
Q4 | $12.6M | Sell |
24,823
-713
| -3% | -$361K | 2.18% | 10 |
|
|
2024
Q3 | $14.9M | Sell |
25,536
-609
| -2% | -$356K | 2.58% | 9 |
|
|
2024
Q2 | $13.3M | Sell |
26,145
-753
| -3% | -$383K | 2.43% | 10 |
|
|
2024
Q1 | $13.3M | Buy |
26,898
+708
| +3% | +$350K | 2.51% | 10 |
|
|
2023
Q4 | $13.2M | Sell |
26,190
-484
| -2% | -$244K | 2.61% | 8 |
|
|
2023
Q3 | $14.2M | Buy |
26,674
+51
| +0.2% | +$27.1K | 3.04% | 7 |
|
|
2023
Q2 | $13.6M | Sell |
26,623
-336
| -1% | -$172K | 2.7% | 5 |
|
|
2023
Q1 | $13.2M | Buy |
26,959
+897
| +3% | +$440K | 2.76% | 5 |
|
|
2022
Q4 | $13.8M | Sell |
26,062
-243
| -0.9% | -$129K | 3.13% | 5 |
|
|
2022
Q3 | $14M | Sell |
26,305
-59
| -0.2% | -$31.5K | 3.38% | 4 |
|
|
2022
Q2 | $14.1M | Buy |
26,364
+234
| +0.9% | +$125K | 3.08% | 4 |
|
|
2022
Q1 | $13.3M | Sell |
26,130
-960
| -4% | -$488K | 2.95% | 5 |
|
|
2021
Q4 | $12.8M | Sell |
27,090
-230
| -0.8% | -$109K | 2.56% | 7 |
|
|
2021
Q3 | $12.4M | Buy |
27,320
+249
| +0.9% | +$113K | 2.44% | 7 |
|
|
2021
Q2 | $11.3M | Buy |
27,071
+74
| +0.3% | +$30.9K | 2.26% | 8 |
|
|
2021
Q1 | $10.8M | Sell |
26,997
-213
| -0.8% | -$85.5K | 2.26% | 10 |
|
|
2020
Q4 | $9.08M | Buy |
27,210
+176
| +0.7% | +$58.7K | 2.05% | 11 |
|
|
2020
Q3 | $8.67M | Sell |
27,034
-1,743
| -6% | -$559K | 2.11% | 13 |
|
|
2020
Q2 | $8.49M | Sell |
28,777
-1,347
| -4% | -$397K | 2.54% | 6 |
|
|
2020
Q1 | $7.51M | Sell |
30,124
-690
| -2% | -$172K | 2.61% | 7 |
|
|
2019
Q4 | $9.06M | Sell |
30,814
-313
| -1% | -$92K | 2.43% | 6 |
|
|
2019
Q3 | $6.77M | Buy |
31,127
+289
| +0.9% | +$62.8K | 1.92% | 16 |
|
|
2019
Q2 | $7.53M | Buy |
30,838
+987
| +3% | +$241K | 2.17% | 9 |
|
|
2019
Q1 | $7.38M | Buy |
29,851
+1,391
| +5% | +$344K | 2.16% | 10 |
|
|
2018
Q4 | $7.09M | Buy |
28,460
+174
| +0.6% | +$43.3K | 2.33% | 9 |
|
|
2018
Q3 | $7.53M | Sell |
28,286
-70
| -0.2% | -$18.6K | 2.13% | 8 |
|
|
2018
Q2 | $6.96M | Sell |
28,356
-4
| -0% | -$981 | 2.03% | 11 |
|
|
2018
Q1 | $6.07M | Buy |
28,360
+1,634
| +6% | +$350K | 1.78% | 15 |
|
|
2017
Q4 | $5.89M | Sell |
26,726
-4,345
| -14% | -$958K | 1.67% | 18 |
|
|
2017
Q3 | $6.09M | Sell |
31,071
-1,490
| -5% | -$292K | 1.82% | 14 |
|
|
2017
Q2 | $6.04M | Sell |
32,561
-716
| -2% | -$133K | 1.84% | 13 |
|
|
2017
Q1 | $5.46M | Sell |
33,277
-929
| -3% | -$152K | 1.94% | 14 |
|
|
2016
Q4 | $5.47M | Sell |
34,206
-1,485
| -4% | -$238K | 2.02% | 13 |
|
|
2016
Q3 | $5M | Buy |
35,691
+171
| +0.5% | +$23.9K | 1.86% | 14 |
|
|
2016
Q2 | $5.02M | Sell |
35,520
-1,209
| -3% | -$171K | 1.86% | 17 |
|
|
2016
Q1 | $4.73M | Sell |
36,729
-254
| -0.7% | -$32.7K | 1.86% | 15 |
|
|
2015
Q4 | $4.35M | Buy |
36,983
+2,058
| +6% | +$242K | 1.74% | 17 |
|
|
2015
Q3 | $4.05M | Buy |
34,925
+2,208
| +7% | +$256K | 1.76% | 18 |
|
|
2015
Q2 | $3.99M | Buy |
32,717
+1,724
| +6% | +$210K | 1.56% | 21 |
|
|
2015
Q1 | $3.67M | Buy |
30,993
+6,234
| +25% | +$737K | 1.43% | 23 |
|
|
2014
Q4 | $2.5M | Sell |
24,759
-1,159
| -4% | -$117K | 0.99% | 34 |
|
|
2014
Q3 | $2.24M | Buy |
25,918
+545
| +2% | +$47K | 0.91% | 40 |
|
|
2014
Q2 | $2.07M | Buy |
25,373
+95
| +0.4% | +$7.77K | 0.81% | 43 |
|
|
2014
Q1 | $2.07M | Buy |
25,278
+219
| +0.9% | +$18K | 0.82% | 42 |
|
|
2013
Q4 | $1.89M | Buy |
25,059
+1,515
| +6% | +$114K | 0.8% | 44 |
|
|
2013
Q3 | $1.69M | Sell |
23,544
-787
| -3% | -$56.4K | 0.77% | 43 |
|
|
2013
Q2 | $1.59M | Buy |
+24,331
| New | +$1.59M | 0.77% | 47 |
|