Concert Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,296
| Closed | -$616K | – | 131 |
|
|
2017
Q2 | $616K | Sell |
3,296
-2,820
| -46% | -$527K | 0.6% | 48 |
|
|
2017
Q1 | $978K | Buy |
6,116
+644
| +12% | +$103K | 0.22% | 130 |
|
|
2016
Q4 | $875K | Sell |
5,472
-3,336
| -38% | -$533K | 0.19% | 152 |
|
|
2016
Q3 | $1.24M | Sell |
8,808
-277
| -3% | -$39.1K | 0.15% | 169 |
|
|
2016
Q2 | $1.29M | Buy |
9,085
+1,530
| +20% | +$216K | 0.17% | 169 |
|
|
2016
Q1 | $975K | Sell |
7,555
-572
| -7% | -$73.8K | 0.13% | 198 |
|
|
2015
Q4 | $963K | Sell |
8,127
-1,626
| -17% | -$193K | 0.13% | 204 |
|
|
2015
Q3 | $1.13M | Buy |
9,753
+519
| +6% | +$60.3K | 0.15% | 169 |
|
|
2015
Q2 | $1.12M | Buy |
9,234
+1,271
| +16% | +$155K | 0.15% | 177 |
|
|
2015
Q1 | $436K | Buy |
7,963
+760
| +11% | +$41.6K | 0.12% | 225 |
|
|
2014
Q4 | $726K | Buy |
7,203
+2,520
| +54% | +$254K | 0.11% | 243 |
|
|
2014
Q3 | $403K | Sell |
4,683
-55
| -1% | -$4.73K | 0.05% | 318 |
|
|
2014
Q2 | $371K | Sell |
4,738
-278
| -6% | -$21.8K | 0.05% | 360 |
|
|
2014
Q1 | $410K | Sell |
5,016
-954
| -16% | -$78K | 0.05% | 324 |
|
|
2013
Q4 | $447K | Buy |
5,970
+115
| +2% | +$8.61K | 0.06% | 286 |
|
|
2013
Q3 | $420K | Sell |
5,855
-600
| -9% | -$43K | 0.06% | 293 |
|
|
2013
Q2 | $424K | Buy |
+6,455
| New | +$424K | 0.06% | 256 |
|