Brick & Kyle Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,003
| Closed | -$2.55M | – | 61 |
|
|
2024
Q2 | $2.55M | Buy |
+5,003
| New | +$2.55M | 1.05% | 35 |
|
|
2017
Q2 | – | Sell |
-217
| Closed | -$36K | – | 341 |
|
|
2017
Q1 | $36K | Hold |
217
| – | – | 0.03% | 211 |
|
|
2016
Q4 | $35K | Hold |
217
| – | – | 0.03% | 212 |
|
|
2016
Q3 | $30K | Buy |
217
+17
| +9% | +$2.35K | 0.02% | 227 |
|
|
2016
Q2 | $28K | Hold |
200
| – | – | 0.02% | 230 |
|
|
2016
Q1 | $26K | Hold |
200
| – | – | 0.02% | 227 |
|
|
2015
Q4 | $24K | Hold |
200
| – | – | 0.02% | 231 |
|
|
2015
Q3 | $23K | Buy |
+200
| New | +$23K | 0.02% | 240 |
|