Boys Arnold & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,857
| Closed | -$3.46M | – | 199 |
|
|
2020
Q1 | $3.46M | Sell |
13,857
-270
| -2% | -$74.3K | 0.62% | 38 |
|
|
2019
Q4 | $4.15M | Buy |
14,127
+455
| +3% | +$119K | 0.57% | 44 |
|
|
2019
Q3 | $2.94M | Buy |
13,672
+1,935
| +16% | +$467K | 0.45% | 55 |
|
|
2019
Q2 | $2.86M | Buy |
11,737
+691
| +6% | +$166K | 0.42% | 66 |
|
|
2019
Q1 | $2.73M | Buy |
11,046
+618
| +6% | +$158K | 0.41% | 65 |
|
|
2018
Q4 | $2.57M | Buy |
10,428
+231
| +2% | +$61K | 0.43% | 64 |
|
|
2018
Q3 | $2.74M | Buy |
10,197
+865
| +9% | +$225K | 0.39% | 67 |
|
|
2018
Q2 | $2.29M | Sell |
9,332
-33
| -0.4% | -$7.92K | 0.34% | 78 |
|
|
2018
Q1 | $2.2M | Buy |
9,365
+150
| +2% | +$34.3K | 0.33% | 83 |
|
|
2017
Q4 | $2.03M | Buy |
9,215
+14
| +0.2% | +$2.97K | 0.31% | 87 |
|
|
2017
Q3 | $1.8M | Sell |
9,201
-150
| -2% | -$29K | 0.29% | 91 |
|
|
2017
Q2 | $1.73M | Buy |
9,351
+625
| +7% | +$110K | 0.22% | 94 |
|
|
2017
Q1 | $1.43M | Sell |
8,726
-400
| -4% | -$65.5K | 0.23% | 109 |
|
|
2016
Q4 | $1.46M | Sell |
9,126
-65
| -0.7% | -$9.71K | 0.24% | 105 |
|
|
2016
Q3 | $1.29M | Sell |
9,191
-100
| -1% | -$14K | 0.22% | 114 |
|
|
2016
Q2 | $1.31M | Buy |
9,291
+3,055
| +49% | +$407K | 0.23% | 112 |
|
|
2016
Q1 | $804K | Sell |
6,236
-11,990
| -66% | -$1.42M | 0.32% | 83 |
|
|
2015
Q4 | $2.14M | Buy |
18,226
+9,078
| +99% | +$1.06M | 0.23% | 109 |
|
|
2015
Q3 | $1.06M | Sell |
9,148
-473
| -5% | -$56.6K | 0.22% | 119 |
|
|
2015
Q2 | $1.17M | Buy |
9,621
+165
| +2% | +$19.5K | 0.23% | 112 |
|
|
2015
Q1 | $1.12M | Sell |
9,456
-1,450
| -13% | -$161K | 0.21% | 115 |
|
|
2014
Q4 | $1.1M | Buy |
10,906
+960
| +10% | +$91K | 0.21% | 112 |
|
|
2014
Q3 | $858K | Sell |
9,946
-100
| -1% | -$8.45K | 0.17% | 121 |
|
|
2014
Q2 | $821K | Sell |
10,046
-690
| -6% | -$54.3K | 0.14% | 136 |
|
|
2014
Q1 | $880K | Sell |
10,736
-700
| -6% | -$52.7K | 0.16% | 121 |
|
|
2013
Q4 | $861K | Buy |
11,436
+295
| +3% | +$21.2K | 0.16% | 110 |
|
|
2013
Q3 | $798K | Buy |
11,141
+220
| +2% | +$15.7K | 0.17% | 108 |
|
|
2013
Q2 | $715K | Buy |
+10,921
| New | +$680K | 0.16% | 111 |
|
Other funds holding UNH
