Concorde Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,103
| Closed | -$758K | – | 215 |
|
|
2019
Q2 | $758K | Buy |
+3,103
| New | +$758K | 0.44% | 74 |
|
|
2016
Q3 | – | Sell |
-2,928
| Closed | -$414K | – | 141 |
|
|
2016
Q2 | $414K | Sell |
2,928
-153
| -5% | -$21.6K | 0.41% | 57 |
|
|
2016
Q1 | $398K | Sell |
3,081
-248
| -7% | -$32K | 0.46% | 57 |
|
|
2015
Q4 | $392K | Sell |
3,329
-16
| -0.5% | -$1.88K | 0.44% | 62 |
|
|
2015
Q3 | $388K | Buy |
+3,345
| New | +$388K | 0.66% | 49 |
|