Ackerman Capital Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$441K | – | 193 |
|
|
2019
Q4 | $441K | Sell |
1,500
-500
| -25% | -$147K | 0.13% | 103 |
|
|
2019
Q3 | $435K | Hold |
2,000
| – | – | 0.15% | 79 |
|
|
2019
Q2 | $488K | Sell |
2,000
-200
| -9% | -$48.8K | 2.38% | 8 |
|
|
2019
Q1 | $544K | Sell |
2,200
-620,600
| -100% | -$153M | 2.9% | 4 |
|
|
2018
Q4 | $2.5K | Buy |
622,800
+620,300
| +24,812% | +$2.49K | 0.19% | 64 |
|
|
2018
Q3 | $665K | Buy |
+2,500
| New | +$665K | 2.3% | 9 |
|