Biegel & Waller’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $802K | Buy |
3,692
+55
| +2% | +$11.9K | 0.45% | 30 |
|
|
2019
Q2 | $887K | Buy |
3,637
+1
| +0% | +$244 | 0.45% | 32 |
|
|
2019
Q1 | $899K | Sell |
3,636
-127
| -3% | -$31.4K | 0.46% | 31 |
|
|
2018
Q4 | $937K | Sell |
3,763
-252
| -6% | -$62.7K | 0.55% | 28 |
|
|
2018
Q3 | $1.07M | Hold |
4,015
| – | – | 0.62% | 23 |
|
|
2018
Q2 | $985K | Buy |
+4,015
| New | +$985K | 0.61% | 19 |
|
|
2017
Q2 | – | Sell |
-1,234
| Closed | -$202K | – | 59 |
|
|
2017
Q1 | $202K | Buy |
1,234
+4
| +0.3% | +$655 | 0.14% | 45 |
|
|
2016
Q4 | $200K | Buy |
+1,230
| New | +$200K | 0.14% | 49 |
|