SGK
Steigerwald Gordon & Koch’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
1,137
-145
| -11% | -$45.2K | 0.04% | 94 |
|
|
2025
Q1 | $671K | Sell |
1,282
-10
| -0.8% | -$5.24K | 0.07% | 72 |
|
|
2024
Q4 | $654K | Sell |
1,292
-8
| -0.6% | -$4.05K | 0.07% | 75 |
|
|
2024
Q3 | $760K | Sell |
1,300
-42
| -3% | -$24.6K | 0.08% | 71 |
|
|
2024
Q2 | $684K | Sell |
1,342
-58
| -4% | -$29.6K | 0.08% | 69 |
|
|
2024
Q1 | $693K | Buy |
1,400
+1
| +0.1% | +$495 | 0.09% | 70 |
|
|
2023
Q4 | $737K | Buy |
1,399
+212
| +18% | +$112K | 0.1% | 67 |
|
|
2023
Q3 | $598K | Buy |
1,187
+16
| +1% | +$8.07K | 0.09% | 69 |
|
|
2023
Q2 | $563K | Buy |
1,171
+95
| +9% | +$45.7K | 0.08% | 72 |
|
|
2023
Q1 | $508K | Buy |
1,076
+13
| +1% | +$6.14K | 0.08% | 75 |
|
|
2022
Q4 | $564K | Buy |
1,063
+8
| +0.8% | +$4.24K | 0.09% | 73 |
|
|
2022
Q3 | $533K | Buy |
1,055
+18
| +2% | +$9.09K | 0.1% | 69 |
|
|
2022
Q2 | $533K | Buy |
1,037
+145
| +16% | +$74.5K | 0.09% | 73 |
|
|
2022
Q1 | $455K | Buy |
892
+3
| +0.3% | +$1.53K | 0.07% | 81 |
|
|
2021
Q4 | $446K | Buy |
889
+12
| +1% | +$6.02K | 0.07% | 80 |
|
|
2021
Q3 | $343K | Buy |
877
+50
| +6% | +$19.6K | 0.06% | 87 |
|
|
2021
Q2 | $331K | Sell |
827
-15
| -2% | -$6K | 0.05% | 87 |
|
|
2021
Q1 | $313K | Buy |
842
+10
| +1% | +$3.72K | 0.06% | 87 |
|
|
2020
Q4 | $292K | Buy |
832
+68
| +9% | +$23.9K | 0.06% | 87 |
|
|
2020
Q3 | $238K | Buy |
+764
| New | +$238K | 0.06% | 92 |
|
|
2020
Q1 | – | Sell |
-815
| Closed | -$240K | – | 89 |
|
|
2019
Q4 | $240K | Buy |
+815
| New | +$240K | 0.06% | 83 |
|
|
2019
Q2 | – | Sell |
-814
| Closed | -$201K | – | 85 |
|
|
2019
Q1 | $201K | Sell |
814
-60
| -7% | -$14.8K | 0.05% | 81 |
|
|
2018
Q4 | $218K | Hold |
874
| – | – | 0.06% | 78 |
|
|
2018
Q3 | $233K | Sell |
874
-190
| -18% | -$50.7K | 0.06% | 79 |
|
|
2018
Q2 | $212K | Buy |
+1,064
| New | +$212K | 0.06% | 82 |
|
|
2018
Q1 | – | Sell |
-1,164
| Closed | -$257K | – | 88 |
|
|
2017
Q4 | $257K | Sell |
1,164
-130
| -10% | -$28.7K | 0.07% | 71 |
|
|
2017
Q3 | $253K | Sell |
1,294
-115
| -8% | -$22.5K | 0.07% | 75 |
|
|
2017
Q2 | $261K | Buy |
1,409
+45
| +3% | +$8.34K | 0.07% | 74 |
|
|
2017
Q1 | $224K | Sell |
1,364
-35
| -3% | -$5.75K | 0.07% | 78 |
|
|
2016
Q4 | $224K | Buy |
+1,399
| New | +$224K | 0.07% | 74 |
|