SCM
Schnieders Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
11,090
-1,024
| -8% | -$319K | 0.61% | 41 |
|
|
2025
Q1 | $6.34M | Sell |
12,114
-1,352
| -10% | -$708K | 1.36% | 21 |
|
|
2024
Q4 | $6.81M | Sell |
13,466
-612
| -4% | -$310K | 1.35% | 18 |
|
|
2024
Q3 | $8.23M | Sell |
14,078
-840
| -6% | -$491K | 1.57% | 18 |
|
|
2024
Q2 | $7.6M | Sell |
14,918
-1,095
| -7% | -$558K | 1.53% | 18 |
|
|
2024
Q1 | $7.92M | Sell |
16,013
-918
| -5% | -$454K | 1.63% | 15 |
|
|
2023
Q4 | $8.91M | Sell |
16,931
-962
| -5% | -$506K | 1.96% | 11 |
|
|
2023
Q3 | $9.02M | Buy |
17,893
+180
| +1% | +$90.8K | 2.02% | 12 |
|
|
2023
Q2 | $8.51M | Buy |
17,713
+109
| +0.6% | +$52.4K | 1.78% | 13 |
|
|
2023
Q1 | $8.32M | Buy |
17,604
+175
| +1% | +$82.7K | 1.87% | 14 |
|
|
2022
Q4 | $9.24M | Sell |
17,429
-578
| -3% | -$306K | 2.12% | 10 |
|
|
2022
Q3 | $9.09M | Buy |
18,007
+1,280
| +8% | +$646K | 2.41% | 7 |
|
|
2022
Q2 | $8.59M | Buy |
16,727
+256
| +2% | +$131K | 2.56% | 7 |
|
|
2022
Q1 | $8.4M | Buy |
16,471
+57
| +0.3% | +$29.1K | 2% | 11 |
|
|
2021
Q4 | $8.24M | Buy |
16,414
+238
| +1% | +$120K | 1.93% | 13 |
|
|
2021
Q3 | $6.32M | Buy |
16,176
+591
| +4% | +$231K | 1.7% | 15 |
|
|
2021
Q2 | $6.24M | Buy |
15,585
+1,455
| +10% | +$583K | 1.7% | 15 |
|
|
2021
Q1 | $5.26M | Buy |
14,130
+1,215
| +9% | +$452K | 1.58% | 18 |
|
|
2020
Q4 | $4.53M | Buy |
12,915
+980
| +8% | +$344K | 1.49% | 21 |
|
|
2020
Q3 | $3.72M | Sell |
11,935
-305
| -2% | -$95.1K | 1.4% | 24 |
|
|
2020
Q2 | $3.61M | Sell |
12,240
-118
| -1% | -$34.8K | 1.44% | 23 |
|
|
2020
Q1 | $3.08M | Sell |
12,358
-150
| -1% | -$37.4K | 1.48% | 23 |
|
|
2019
Q4 | $3.68M | Buy |
12,508
+380
| +3% | +$112K | 1.34% | 23 |
|
|
2019
Q3 | $2.64M | Sell |
12,128
-1,142
| -9% | -$248K | 1.06% | 30 |
|
|
2019
Q2 | $3.24M | Sell |
13,270
-286
| -2% | -$69.8K | 1.27% | 26 |
|
|
2019
Q1 | $3.35M | Sell |
13,556
-160
| -1% | -$39.6K | 1.43% | 23 |
|
|
2018
Q4 | $3.42M | Sell |
13,716
-170
| -1% | -$42.3K | 1.68% | 21 |
|
|
2018
Q3 | $3.69M | Sell |
13,886
-1,145
| -8% | -$305K | 1.51% | 20 |
|
|
2018
Q2 | $3.69M | Buy |
15,031
+111
| +0.7% | +$27.2K | 1.56% | 19 |
|
|
2018
Q1 | $3.19M | Sell |
14,920
-1,690
| -10% | -$362K | 1.38% | 20 |
|
|
2017
Q4 | $3.66M | Sell |
16,610
-1,000
| -6% | -$220K | 1.51% | 20 |
|
|
2017
Q3 | $3.45M | Buy |
17,610
+20
| +0.1% | +$3.92K | 1.51% | 23 |
|
|
2017
Q2 | $3.27M | Buy |
17,590
+200
| +1% | +$37.1K | 1.52% | 21 |
|
|
2017
Q1 | $2.85M | Sell |
17,390
-75
| -0.4% | -$12.3K | 1.37% | 25 |
|
|
2016
Q4 | $2.8M | Buy |
17,465
+510
| +3% | +$81.6K | 1.44% | 21 |
|
|
2016
Q3 | $2.37M | Sell |
16,955
-1,985
| -10% | -$278K | 1.33% | 26 |
|
|
2016
Q2 | $2.67M | Sell |
18,940
-150
| -0.8% | -$21.2K | 1.49% | 21 |
|
|
2016
Q1 | $2.46M | Buy |
19,090
+220
| +1% | +$28.4K | 1.45% | 24 |
|
|
2015
Q4 | $2.22M | Sell |
18,870
-5,556
| -23% | -$654K | 1.36% | 27 |
|
|
2015
Q3 | $2.83M | Buy |
24,426
+245
| +1% | +$28.4K | 1.96% | 15 |
|
|
2015
Q2 | $2.95M | Buy |
24,181
+2,170
| +10% | +$265K | 1.73% | 17 |
|
|
2015
Q1 | $2.6M | Buy |
22,011
+2,949
| +15% | +$349K | 1.58% | 18 |
|
|
2014
Q4 | $1.93M | Buy |
19,062
+4,002
| +27% | +$405K | 1.27% | 25 |
|
|
2014
Q3 | $1.3M | Sell |
15,060
-40
| -0.3% | -$3.45K | 0.96% | 34 |
|
|
2014
Q2 | $1.23M | Buy |
15,100
+3,850
| +34% | +$315K | 0.87% | 37 |
|
|
2014
Q1 | $922K | Hold |
11,250
| – | – | 0.86% | 39 |
|
|
2013
Q4 | $847K | Buy |
+11,250
| New | +$847K | 0.83% | 42 |
|