Catamount Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $7K | Sell |
30
-16
| -35% | -$3.73K | ﹤0.01% | 150 |
|
|
2018
Q4 | $12K | Buy |
46
+16
| +53% | +$4.17K | 0.01% | 130 |
|
|
2018
Q3 | $8K | Hold |
30
| – | – | ﹤0.01% | 153 |
|
|
2018
Q2 | $8K | Hold |
30
| – | – | ﹤0.01% | 149 |
|
|
2018
Q1 | $6K | Sell |
30
-20
| -40% | -$4K | ﹤0.01% | 151 |
|
|
2017
Q4 | $11K | Buy |
50
+20
| +67% | +$4.4K | 0.01% | 128 |
|
|
2017
Q3 | $6K | Hold |
30
| – | – | ﹤0.01% | 150 |
|
|
2017
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 142 |
|
|
2017
Q1 | $5K | Sell |
30
-2,020
| -99% | -$337K | ﹤0.01% | 150 |
|
|
2016
Q4 | $328K | Buy |
+2,050
| New | +$328K | 0.27% | 31 |
|
|
2015
Q4 | – | Sell |
-25
| Closed | -$3K | – | 162 |
|
|
2015
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 119 |
|
|
2015
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 158 |
|
|
2015
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 131 |
|
|
2014
Q4 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 113 |
|