Van Strum & Towne’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Hold	945	–	–	0.09%	94
2025 Q1	$495K	Hold	945	–	–	0.17%	72
2024 Q4	$478K	Hold	945	–	–	0.17%	68
2024 Q3	$553K	Hold	945	–	–	0.19%	62
2024 Q2	$481K	Hold	945	–	–	0.17%	65
2024 Q1	$467K	Hold	945	–	–	0.17%	64
2023 Q4	$498K	Hold	945	–	–	0.2%	62
2023 Q3	$476K	Hold	945	–	–	0.2%	57
2023 Q2	$454K	Hold	945	–	–	0.19%	60
2023 Q1	$447K	Hold	945	–	–	0.19%	59
2022 Q4	$501K	Hold	945	–	–	0.22%	57
2022 Q3	$477K	Hold	945	–	–	0.22%	58
2022 Q2	$485K	Hold	945	–	–	0.21%	59
2022 Q1	$482K	Hold	945	–	–	0.18%	61
2021 Q4	$475K	Hold	945	–	–	0.17%	68
2021 Q3	$369K	Hold	945	–	–	0.15%	78
2021 Q2	$378K	Hold	945	–	–	0.18%	70
2021 Q1	$352K	Sell	945 -10	-1%	-$3.73K	0.18%	69
2020 Q4	$335K	Hold	955	–	–	0.19%	68
2020 Q3	$298K	Hold	955	–	–	0.19%	63
2020 Q2	$282K	Sell	955 -40	-4%	-$11.8K	0.2%	61
2020 Q1	$248K	Sell	995 -235	-19%	-$58.6K	0.2%	56
2019 Q4	$362K	Hold	1,230	–	–	0.22%	54
2019 Q3	$267K	Buy	1,230 +55	+5%	+$11.9K	0.18%	62
2019 Q2	$287K	Hold	1,175	–	–	0.2%	61
2019 Q1	$291K	Hold	1,175	–	–	0.22%	61
2018 Q4	$293K	Sell	1,175 -150	-11%	-$37.4K	0.25%	58
2018 Q3	$353K	Hold	1,325	–	–	0.23%	56
2018 Q2	$325K	Hold	1,325	–	–	0.22%	54
2018 Q1	$284K	Hold	1,325	–	–	0.2%	61
2017 Q4	$292K	Hold	1,325	–	–	0.19%	59
2017 Q3	$260K	Hold	1,325	–	–	0.17%	61
2017 Q2	$246K	Hold	1,325	–	–	0.16%	64
2017 Q1	$217K	Hold	1,325	–	–	0.14%	68
2016 Q4	$212K	Buy	+1,325	New	+$212K	0.13%	78
2015 Q4	–	Sell	-1,985	Closed	-$230K	–	75
2015 Q3	$230K	Hold	1,985	–	–	0.16%	62
2015 Q2	$242K	Hold	1,985	–	–	0.15%	63
2015 Q1	$235K	Hold	1,985	–	–	0.15%	62
2014 Q4	$201K	Buy	+1,985	New	+$201K	0.12%	71