Caldwell & Orkin’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-18,800
| Closed | -$3.01M | – | 98 |
|
|
2016
Q4 | $3.01M | Buy |
+18,800
| New | +$3.01M | 1.91% | 2 |
|
|
2015
Q4 | – | Sell |
-13,500
| Closed | -$1.57M | – | 77 |
|
|
2015
Q3 | $1.57M | Sell |
13,500
-4,500
| -25% | -$522K | 1% | 26 |
|
|
2015
Q2 | $2.2M | Sell |
18,000
-11,300
| -39% | -$1.38M | 1.28% | 24 |
|
|
2015
Q1 | $3.47M | Buy |
29,300
+25,100
| +598% | +$2.97M | 1.94% | 15 |
|
|
2014
Q4 | $425K | Buy |
+4,200
| New | +$425K | 0.24% | 53 |
|