Schwarz Dygos Wheeler Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
13,299
+1,491
| +13% | +$465K | 0.95% | 27 |
|
|
2025
Q1 | $6.18M | Sell |
11,808
-567
| -5% | -$297K | 1.47% | 11 |
|
|
2024
Q4 | $6.26M | Sell |
12,375
-320
| -3% | -$162K | 1.54% | 12 |
|
|
2024
Q3 | $7.42M | Sell |
12,695
-280
| -2% | -$164K | 1.85% | 10 |
|
|
2024
Q2 | $6.61M | Sell |
12,975
-131
| -1% | -$66.7K | 1.77% | 11 |
|
|
2024
Q1 | $6.48M | Sell |
13,106
-351
| -3% | -$174K | 1.81% | 12 |
|
|
2023
Q4 | $7.08M | Sell |
13,457
-1,450
| -10% | -$763K | 2.18% | 10 |
|
|
2023
Q3 | $7.52M | Buy |
14,907
+31
| +0.2% | +$15.6K | 2.55% | 9 |
|
|
2023
Q2 | $7.15M | Buy |
14,876
+84
| +0.6% | +$40.4K | 2.36% | 10 |
|
|
2023
Q1 | $6.99M | Buy |
14,792
+308
| +2% | +$146K | 2.53% | 9 |
|
|
2022
Q4 | $7.68M | Sell |
14,484
-276
| -2% | -$146K | 3.01% | 8 |
|
|
2022
Q3 | $7.46M | Sell |
14,760
-2
| -0% | -$1.01K | 3.31% | 7 |
|
|
2022
Q2 | $7.58M | Buy |
14,762
+2,631
| +22% | +$1.35M | 3.05% | 7 |
|
|
2022
Q1 | $6.19M | Buy |
12,131
+217
| +2% | +$111K | 2.09% | 9 |
|
|
2021
Q4 | $5.98M | Sell |
11,914
-278
| -2% | -$140K | 2.03% | 12 |
|
|
2021
Q3 | $4.76M | Buy |
12,192
+25
| +0.2% | +$9.77K | 1.74% | 12 |
|
|
2021
Q2 | $4.87M | Buy |
12,167
+51
| +0.4% | +$20.4K | 1.77% | 11 |
|
|
2021
Q1 | $4.51M | Buy |
12,116
+513
| +4% | +$191K | 1.86% | 12 |
|
|
2020
Q4 | $4.07M | Sell |
11,603
-268
| -2% | -$94K | 1.96% | 12 |
|
|
2020
Q3 | $3.7M | Sell |
11,871
-84
| -0.7% | -$26.2K | 2.09% | 10 |
|
|
2020
Q2 | $3.58M | Buy |
11,955
+20
| +0.2% | +$5.99K | 2.34% | 10 |
|
|
2020
Q1 | $2.98M | Buy |
11,935
+183
| +2% | +$45.6K | 2.52% | 9 |
|
|
2019
Q4 | $3.46M | Sell |
11,752
-44
| -0.4% | -$12.9K | 2.36% | 10 |
|
|
2019
Q3 | $2.56M | Buy |
11,796
+157
| +1% | +$34.1K | 2.04% | 10 |
|
|
2019
Q2 | $2.84M | Buy |
11,639
+673
| +6% | +$164K | 2.34% | 10 |
|
|
2019
Q1 | $2.71M | Buy |
10,966
+109
| +1% | +$26.9K | 2.33% | 10 |
|
|
2018
Q4 | $2.71M | Buy |
+10,857
| New | +$2.71M | 2.92% | 8 |
|