Schaper Benz & Wise Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-487
| Closed | -$255K | – | 155 |
|
|
2025
Q1 | $255K | Buy |
487
+7
| +1% | +$3.67K | 0.02% | 138 |
|
|
2024
Q4 | $243K | Sell |
480
-204
| -30% | -$103K | 0.02% | 141 |
|
|
2024
Q3 | $400K | Sell |
684
-235
| -26% | -$137K | 0.03% | 123 |
|
|
2024
Q2 | $468K | Buy |
919
+37
| +4% | +$18.8K | 0.04% | 111 |
|
|
2024
Q1 | $436K | Buy |
882
+1
| +0.1% | +$494 | 0.04% | 115 |
|
|
2023
Q4 | $464K | Hold |
881
| – | – | 0.04% | 107 |
|
|
2023
Q3 | $444K | Hold |
881
| – | – | 0.04% | 107 |
|
|
2023
Q2 | $423K | Hold |
881
| – | – | 0.04% | 110 |
|
|
2023
Q1 | $416K | Hold |
881
| – | – | 0.04% | 108 |
|
|
2022
Q4 | $467K | Buy |
881
+39
| +5% | +$20.7K | 0.05% | 102 |
|
|
2022
Q3 | $425K | Hold |
842
| – | – | 0.05% | 105 |
|
|
2022
Q2 | $432K | Buy |
842
+241
| +40% | +$124K | 0.04% | 112 |
|
|
2022
Q1 | $306K | Hold |
601
| – | – | 0.03% | 130 |
|
|
2021
Q4 | $302K | Hold |
601
| – | – | 0.02% | 131 |
|
|
2021
Q3 | $235K | Hold |
601
| – | – | 0.02% | 121 |
|
|
2021
Q2 | $241K | Hold |
601
| – | – | 0.02% | 118 |
|
|
2021
Q1 | $224K | Hold |
601
| – | – | 0.02% | 117 |
|
|
2020
Q4 | $211K | Buy |
+601
| New | +$211K | 0.02% | 118 |
|
|
2017
Q3 | – | Sell |
-1,900
| Closed | -$352K | – | 114 |
|
|
2017
Q2 | $352K | Buy |
+1,900
| New | +$352K | 0.06% | 96 |
|