Aspiriant Holdings S3’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-23,237
| Closed | -$2.75M | – | 111 |
|
|
2015
Q1 | $2.75M | Sell |
23,237
-158
| -0.7% | -$18.7K | 1.09% | 38 |
|
|
2014
Q4 | $2.37M | Sell |
23,395
-800
| -3% | -$80.9K | 0.98% | 41 |
|
|
2014
Q3 | $2.09M | Buy |
24,195
+185
| +0.8% | +$16K | 0.84% | 44 |
|
|
2014
Q2 | $1.96M | Buy |
24,010
+10
| +0% | +$818 | 0.78% | 47 |
|
|
2014
Q1 | $1.97M | Buy |
+24,000
| New | +$1.97M | 0.83% | 44 |
|