CWA
Constellation Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-65,785
| Closed | -$8.03M | – | 144 |
|
|
2015
Q2 | $8.03M | Sell |
65,785
-15,525
| -19% | -$1.89M | 0.68% | 31 |
|
|
2015
Q1 | $9.62M | Buy |
81,310
+93
| +0.1% | +$11K | 0.84% | 28 |
|
|
2014
Q4 | $8.21M | Hold |
81,217
| – | – | 0.68% | 33 |
|
|
2014
Q3 | $7.01M | Sell |
81,217
-4,740
| -6% | -$409K | 0.65% | 34 |
|
|
2014
Q2 | $7.03M | Sell |
85,957
-1,200
| -1% | -$98.1K | 0.79% | 34 |
|
|
2014
Q1 | $7.15M | Buy |
87,157
+1,570
| +2% | +$129K | 0.7% | 38 |
|
|
2013
Q4 | $6.45M | Buy |
85,587
+533
| +0.6% | +$40.1K | 0.62% | 40 |
|
|
2013
Q3 | $6.09M | Buy |
85,054
+4,929
| +6% | +$353K | 0.69% | 37 |
|
|
2013
Q2 | $5.25M | Buy |
+80,125
| New | +$5.25M | 0.63% | 39 |
|