Bellwether Investment Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $682K | Sell |
3,097
-380
| -11% | -$83.7K | 2.74% | 6 |
|
|
2017
Q3 | $681K | Sell |
3,477
-74
| -2% | -$14.5K | 3.2% | 4 |
|
|
2017
Q2 | $658K | Buy |
3,551
+45
| +1% | +$8.34K | 3.05% | 5 |
|
|
2017
Q1 | $575K | Buy |
3,506
+174
| +5% | +$28.5K | 1.52% | 6 |
|
|
2016
Q4 | $533K | Buy |
+3,332
| New | +$533K | 0.48% | 46 |
|
|
2016
Q2 | $220K | Buy |
+1,557
| New | +$220K | 0.24% | 115 |
|