Scholtz & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Sell |
16,650
-3,151
| -16% | -$983K | 2.28% | 17 |
|
|
2025
Q1 | $10.4M | Sell |
19,801
-705
| -3% | -$369K | 5.13% | 4 |
|
|
2024
Q4 | $10.4M | Sell |
20,506
-875
| -4% | -$443K | 4.95% | 7 |
|
|
2024
Q3 | $12.5M | Sell |
21,381
-7,276
| -25% | -$4.25M | 5.9% | 3 |
|
|
2024
Q2 | $14.6M | Buy |
28,657
+1,497
| +6% | +$762K | 6.21% | 3 |
|
|
2024
Q1 | $13.4M | Buy |
27,160
+2,855
| +12% | +$1.41M | 5.93% | 3 |
|
|
2023
Q4 | $12.8M | Buy |
24,305
+3,655
| +18% | +$1.92M | 6.33% | 3 |
|
|
2023
Q3 | $10.4M | Sell |
20,650
-631
| -3% | -$318K | 6.87% | 3 |
|
|
2023
Q2 | $10.2M | Buy |
21,281
+430
| +2% | +$207K | 6.4% | 3 |
|
|
2023
Q1 | $9.85M | Sell |
20,851
-3,250
| -13% | -$1.54M | 7.04% | 3 |
|
|
2022
Q4 | $12.8M | Sell |
24,101
-579
| -2% | -$307K | 9.05% | 2 |
|
|
2022
Q3 | $12.9M | Buy |
24,680
+2,417
| +11% | +$1.26M | 9.2% | 2 |
|
|
2022
Q2 | $11.4M | Sell |
22,263
-1,389
| -6% | -$713K | 7.03% | 2 |
|
|
2022
Q1 | $12.1M | Buy |
23,652
+1,011
| +4% | +$516K | 4.76% | 4 |
|
|
2021
Q4 | $11.4M | Buy |
22,641
+3,443
| +18% | +$1.73M | 3.67% | 6 |
|
|
2021
Q3 | $7.5M | Buy |
19,198
+2,814
| +17% | +$1.1M | 2.65% | 11 |
|
|
2021
Q2 | $6.56M | Buy |
16,384
+468
| +3% | +$187K | 2.24% | 16 |
|
|
2021
Q1 | $5.92M | Buy |
15,916
+443
| +3% | +$165K | 2.25% | 16 |
|
|
2020
Q4 | $5.43M | Sell |
15,473
-134
| -0.9% | -$47K | 2.12% | 15 |
|
|
2020
Q3 | $4.87M | Sell |
15,607
-2,584
| -14% | -$806K | 2.13% | 15 |
|
|
2020
Q2 | $5.37M | Buy |
18,191
+5,940
| +48% | +$1.75M | 2.68% | 14 |
|
|
2020
Q1 | $3.06M | Buy |
12,251
+2,426
| +25% | +$605K | 2.34% | 16 |
|
|
2019
Q4 | $2.89M | Buy |
9,825
+115
| +1% | +$33.8K | 1.68% | 24 |
|
|
2019
Q3 | $2.11M | Sell |
9,710
-6,825
| -41% | -$1.48M | 1.41% | 26 |
|
|
2019
Q2 | $4.04M | Sell |
16,535
-4,526
| -21% | -$1.1M | 2.61% | 14 |
|
|
2019
Q1 | $5.21M | Buy |
21,061
+120
| +0.6% | +$29.7K | 3.47% | 11 |
|
|
2018
Q4 | $5.22M | Buy |
20,941
+345
| +2% | +$85.9K | 4.53% | 6 |
|
|
2018
Q3 | $5.48M | Buy |
20,596
+4,022
| +24% | +$1.07M | 3.46% | 11 |
|
|
2018
Q2 | $4.07M | Buy |
16,574
+5,699
| +52% | +$1.4M | 2.85% | 18 |
|
|
2018
Q1 | $2.33M | Buy |
+10,875
| New | +$2.33M | 1.72% | 26 |
|