Schaper Benz & Wise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $255K | Buy |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $468K | Buy |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $464K | Hold |
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|
2023
Q3 | $444K | Hold |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $416K | Hold |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $425K | Hold |
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|
2022
Q2 | $432K | Buy |
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|
2022
Q1 | $306K | Hold |
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|
2021
Q4 | $302K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $352K | Buy |
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