Alerus Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $5.94M | Buy |
46,044
+18,319
| +66% | +$2.36M | 1.03% | 29 |
|
|
2015
Q4 | $3.26M | Buy |
27,725
+109
| +0.4% | +$12.8K | 0.54% | 59 |
|
|
2015
Q3 | $3.2M | Sell |
27,616
-406
| -1% | -$47.1K | 0.57% | 56 |
|
|
2015
Q2 | $3.32M | Buy |
28,022
+16
| +0.1% | +$1.89K | 0.55% | 57 |
|
|
2015
Q1 | $3.31M | Sell |
28,006
-10,614
| -27% | -$1.25M | 0.55% | 57 |
|
|
2014
Q4 | $3.9M | Sell |
38,620
-2,275
| -6% | -$230K | 0.66% | 52 |
|
|
2014
Q3 | $3.53M | Sell |
40,895
-5,533
| -12% | -$477K | 0.61% | 57 |
|
|
2014
Q2 | $3.8M | Buy |
46,428
+86
| +0.2% | +$7.03K | 0.65% | 48 |
|
|
2014
Q1 | $3.8M | Sell |
46,342
-2,920
| -6% | -$239K | 0.82% | 45 |
|
|
2013
Q4 | $3.71M | Sell |
49,262
-13,326
| -21% | -$1M | 0.82% | 57 |
|
|
2013
Q3 | $4.48M | Sell |
62,588
-6,265
| -9% | -$449K | 0.89% | 52 |
|
|
2013
Q2 | $4.51M | Buy |
+68,853
| New | +$4.51M | 0.7% | 57 |
|