CW
Cobiz Wealth’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $7.49M | Sell |
30,712
-1,712
| -5% | -$418K | 1.48% | 25 |
|
|
2019
Q1 | $8.02M | Sell |
32,424
-337
| -1% | -$83.3K | 1.54% | 22 |
|
|
2018
Q4 | $8.16M | Buy |
32,761
+558
| +2% | +$139K | 1.79% | 15 |
|
|
2018
Q3 | $8.57M | Sell |
32,203
-151
| -0.5% | -$40.2K | 1.65% | 18 |
|
|
2018
Q2 | $7.94M | Buy |
32,354
+69
| +0.2% | +$16.9K | 1.61% | 17 |
|
|
2018
Q1 | $6.91M | Buy |
32,285
+276
| +0.9% | +$59.1K | 1.46% | 22 |
|
|
2017
Q4 | $7.06M | Sell |
32,009
-687
| -2% | -$151K | 1.47% | 21 |
|
|
2017
Q3 | $6.4M | Sell |
32,696
-193
| -0.6% | -$37.8K | 1.4% | 23 |
|
|
2017
Q2 | $6.1M | Sell |
32,889
-1,269
| -4% | -$235K | 1.36% | 24 |
|
|
2017
Q1 | $5.6M | Sell |
34,158
-7,992
| -19% | -$1.31M | 1.25% | 29 |
|
|
2016
Q4 | $6.75M | Sell |
42,150
-70
| -0.2% | -$11.2K | 1.59% | 14 |
|
|
2016
Q3 | $5.91M | Sell |
42,220
-687
| -2% | -$96.2K | 1.42% | 21 |
|
|
2016
Q2 | $6.06M | Sell |
42,907
-1,784
| -4% | -$252K | 1.53% | 16 |
|
|
2016
Q1 | $5.76M | Sell |
44,691
-12,636
| -22% | -$1.63M | 1.41% | 24 |
|
|
2015
Q4 | $6.74M | Buy |
57,327
+82
| +0.1% | +$9.65K | 1.59% | 18 |
|
|
2015
Q3 | $6.64M | Sell |
57,245
-420
| -0.7% | -$48.7K | 1.61% | 12 |
|
|
2015
Q2 | $7.04M | Sell |
57,665
-1,035
| -2% | -$126K | 1.57% | 16 |
|
|
2015
Q1 | $6.94M | Buy |
58,700
+5,724
| +11% | +$677K | 1.55% | 16 |
|
|
2014
Q4 | $5.36M | Buy |
+52,976
| New | +$5.36M | 1.23% | 44 |
|
|
2013
Q3 | – | Sell |
-300
| Closed | -$20K | – | 336 |
|
|
2013
Q2 | $20K | Buy |
+300
| New | +$20K | 0.01% | 233 |
|