SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – UnitedHealth Group Incorporated Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$7.45M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.01% | -2 shares | -128K | $505.04 | 14.76K |
| Q2 2022 | share | Increase | +21.69% | 2.63K shares | 1.39M | $513.63 | 14.76K |
| Q1 2022 | share | Increase | +1.82% | 217 shares | 205K | $509.97 | 12.13K |
| Q4 2021 | share | Decrease | -2.28% | -278 shares | 1.21M | $504.43 | 11.91K |
| Q3 2021 | share | Increase | +0.21% | 25 shares | -108K | $389.48 | 12.19K |
| Q2 2021 | share | Increase | +0.42% | 51 shares | 364K | $397.72 | 12.16K |
| Q1 2021 | share | Increase | +4.42% | 513 shares | 439K | $368.18 | 12.11K |
| Q4 2020 | share | Decrease | -2.26% | -268 shares | 368K | $345.8 | 11.60K |
| Q3 2020 | share | Decrease | -0.70% | -84 shares | 118K | $306.33 | 11.87K |
| Q2 2020 | share | Increase | +0.17% | 20 shares | 607K | $288.61 | 11.95K |
| Q1 2020 | share | Increase | +1.56% | 183 shares | -479K | $242.98 | 11.93K |
| Q4 2019 | share | Decrease | -0.37% | -44 shares | 891K | $285.3 | 11.75K |
| Q3 2019 | share | Increase | +1.35% | 157 shares | -276K | $210.09 | 11.79K |
| Q2 2019 | share | Increase | +6.14% | 673 shares | 129K | $234.81 | 11.63K |
| Q1 2019 | share | Increase | +1.00% | 109 shares | 6K | $236.89 | 10.96K |
| Q4 2018 | share | Increase | 0.00% | 10.85K shares | 2.70M | $237.77 | 10.85K |