Bernicke Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $923K | Sell |
3,131
-1,522
| -33% | -$449K | 0.68% | 18 |
|
|
2020
Q1 | $1.16M | Buy |
4,653
+137
| +3% | +$34.2K | 0.7% | 17 |
|
|
2019
Q4 | $1.33M | Buy |
4,516
+164
| +4% | +$48.2K | 0.74% | 14 |
|
|
2019
Q3 | $946K | Buy |
4,352
+493
| +13% | +$107K | 0.55% | 37 |
|
|
2019
Q2 | $942K | Buy |
3,859
+293
| +8% | +$71.5K | 0.56% | 33 |
|
|
2019
Q1 | $882K | Buy |
3,566
+128
| +4% | +$31.7K | 0.55% | 27 |
|
|
2018
Q4 | $857K | Buy |
3,438
+150
| +5% | +$37.4K | 0.59% | 18 |
|
|
2018
Q3 | $875K | Buy |
3,288
+228
| +7% | +$60.7K | 0.58% | 21 |
|
|
2018
Q2 | $751K | Buy |
3,060
+180
| +6% | +$44.2K | 0.53% | 22 |
|
|
2018
Q1 | $616K | Sell |
2,880
-265
| -8% | -$56.7K | 0.45% | 28 |
|
|
2017
Q4 | $693K | Buy |
3,145
+206
| +7% | +$45.4K | 0.52% | 19 |
|
|
2017
Q3 | $576K | Buy |
2,939
+385
| +15% | +$75.5K | 0.45% | 23 |
|
|
2017
Q2 | $474K | Buy |
2,554
+927
| +57% | +$172K | 0.38% | 26 |
|
|
2017
Q1 | $267K | Buy |
+1,627
| New | +$267K | 0.22% | 47 |
|