Coe Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$2.56M Sell
6,389
-213
-3% -$85.3K 2.41% 13
2021
Q1
$2.46M Buy
6,602
+44
+0.7% +$16.4K 2.47% 13
2020
Q4
$2.3M Sell
6,558
-71
-1% -$24.9K 2.51% 14
2020
Q3
$2.07M Buy
6,629
+198
+3% +$61.7K 2.78% 12
2020
Q2
$1.9M Buy
6,431
+36
+0.6% +$10.6K 2.82% 12
2020
Q1
$1.6M Buy
6,395
+32
+0.5% +$7.98K 2.66% 12
2019
Q4
$1.87M Sell
6,363
-652
-9% -$192K 2.39% 15
2019
Q3
$1.52M Buy
7,015
+136
+2% +$29.5K 1.69% 21
2019
Q2
$1.68M Buy
+6,879
New +$1.68M 1.86% 18