Assured Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,390
| Closed | -$1.58M | – | 799 |
|
|
2019
Q1 | $1.58M | Buy |
6,390
+4,725
| +284% | +$1.17M | 0.02% | 289 |
|
|
2018
Q4 | $415K | Sell |
1,665
-21,809
| -93% | -$5.44M | 0.01% | 698 |
|
|
2018
Q3 | $6.25M | Sell |
23,474
-13,350
| -36% | -$3.55M | 0.11% | 174 |
|
|
2018
Q2 | $9.03M | Buy |
36,824
+17,991
| +96% | +$4.41M | 0.17% | 96 |
|
|
2018
Q1 | $4.03M | Sell |
18,833
-49,316
| -72% | -$10.6M | 0.09% | 231 |
|
|
2017
Q4 | $15M | Buy |
68,149
+15,879
| +30% | +$3.5M | 0.3% | 37 |
|
|
2017
Q3 | $10.2M | Buy |
52,270
+29,499
| +130% | +$5.78M | 0.21% | 63 |
|
|
2017
Q2 | $4.22M | Buy |
22,771
+22,343
| +5,220% | +$4.14M | 0.09% | 96 |
|
|
2017
Q1 | $70K | Sell |
428
-12,813
| -97% | -$2.1M | ﹤0.01% | 524 |
|
|
2016
Q4 | $2.12M | Buy |
+13,241
| New | +$2.12M | 0.04% | 128 |
|
|
2016
Q3 | – | Sell |
-11,644
| Closed | -$1.64M | – | 662 |
|
|
2016
Q2 | $1.64M | Buy |
+11,644
| New | +$1.64M | 0.04% | 148 |
|
|
2015
Q3 | – | Sell |
-9,050
| Closed | -$1.1M | – | 695 |
|
|
2015
Q2 | $1.1M | Buy |
9,050
+4,821
| +114% | +$588K | 0.02% | 186 |
|
|
2015
Q1 | $500K | Buy |
+4,229
| New | +$500K | 0.01% | 198 |
|