SIA
Schear Investment Advisers’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
4,668
-37
| -0.8% | -$11.5K | 0.72% | 48 |
|
|
2025
Q1 | $2.46M | Sell |
4,705
-308
| -6% | -$161K | 1.42% | 19 |
|
|
2024
Q4 | $2.54M | Buy |
5,013
+117
| +2% | +$59.2K | 1.35% | 18 |
|
|
2024
Q3 | $2.86M | Buy |
4,896
+544
| +13% | +$318K | 1.77% | 13 |
|
|
2024
Q2 | $2.22M | Buy |
4,352
+86
| +2% | +$43.8K | 1.6% | 14 |
|
|
2024
Q1 | $2.11M | Buy |
4,266
+11
| +0.3% | +$5.44K | 1.69% | 17 |
|
|
2023
Q4 | $2.24M | Buy |
4,255
+28
| +0.7% | +$14.7K | 2.16% | 12 |
|
|
2023
Q3 | $2.13M | Sell |
4,227
-206
| -5% | -$104K | 2.3% | 11 |
|
|
2023
Q2 | $2.13M | Buy |
4,433
+9
| +0.2% | +$4.33K | 2.25% | 10 |
|
|
2023
Q1 | $2.09M | Buy |
4,424
+82
| +2% | +$38.8K | 2.5% | 10 |
|
|
2022
Q4 | $2.3M | Buy |
+4,342
| New | +$2.3M | 2.84% | 8 |
|