AmeriServ Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,295
| Closed | -$323K | – | 75 |
|
|
2018
Q4 | $323K | Buy |
1,295
+180
| +16% | +$44.9K | 0.82% | 41 |
|
|
2018
Q3 | $297K | Buy |
+1,115
| New | +$297K | 0.37% | 54 |
|
|
2015
Q3 | – | Sell |
-200
| Closed | -$24K | – | 138 |
|
|
2015
Q2 | $24K | Buy |
+200
| New | +$24K | 0.03% | 115 |
|
|
2015
Q1 | – | Sell |
-3,200
| Closed | -$323K | – | 121 |
|
|
2014
Q4 | $323K | Hold |
3,200
| – | – | 0.31% | 85 |
|
|
2014
Q3 | $276K | Hold |
3,200
| – | – | 0.48% | 81 |
|
|
2014
Q2 | $262K | Sell |
3,200
-100
| -3% | -$8.19K | 0.28% | 96 |
|
|
2014
Q1 | $271K | Sell |
3,300
-1,620
| -33% | -$133K | 0.27% | 97 |
|
|
2013
Q4 | $370K | Hold |
4,920
| – | – | 0.22% | 118 |
|
|
2013
Q3 | $352K | Hold |
4,920
| – | – | 0.22% | 123 |
|
|
2013
Q2 | $322K | Buy |
+4,920
| New | +$322K | 0.21% | 131 |
|