Cornerstone Advisors (Washington)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,272
| Closed | -$554K | – | 1342 |
|
|
2019
Q2 | $554K | Buy |
2,272
+174
| +8% | +$41.9K | 0.05% | 48 |
|
|
2019
Q1 | $519K | Buy |
2,098
+452
| +27% | +$115K | 0.05% | 54 |
|
|
2018
Q4 | $410K | Buy |
1,646
+121
| +8% | +$32K | 0.07% | 60 |
|
|
2018
Q3 | $406K | Buy |
1,525
+131
| +9% | +$34.1K | 0.26% | 61 |
|
|
2018
Q2 | $342K | Buy |
1,394
+118
| +9% | +$28.3K | 0.23% | 70 |
|
|
2018
Q1 | $273K | Sell |
1,276
-388
| -23% | -$88.6K | 0.19% | 80 |
|
|
2017
Q4 | $367K | Hold |
1,664
| – | – | 0.24% | 59 |
|
|
2017
Q3 | $326K | Buy |
1,664
+57
| +4% | +$11K | 0.22% | 67 |
|
|
2017
Q2 | $298K | Sell |
1,607
-92
| -5% | -$16.1K | 0.17% | 68 |
|
|
2017
Q1 | $279K | Sell |
1,699
-19
| -1% | -$3.11K | 0.15% | 72 |
|
|
2016
Q4 | $275K | Buy |
1,718
+124
| +8% | +$18.5K | 0.23% | 67 |
|
|
2016
Q3 | $223K | Buy |
1,594
+748
| +88% | +$105K | 0.19% | 72 |
|
|
2016
Q2 | $119K | Hold |
846
| – | – | 0.12% | 92 |
|
|
2016
Q1 | $109K | Sell |
846
-32
| -4% | -$3.79K | 0.11% | 107 |
|
|
2015
Q4 | $103K | Sell |
878
-109
| -11% | -$12.7K | 0.11% | 119 |
|
|
2015
Q3 | $115K | Buy |
987
+144
| +17% | +$17.2K | 0.1% | 133 |
|
|
2015
Q2 | $103K | Sell |
843
-28
| -3% | -$3.31K | 0.08% | 131 |
|
|
2015
Q1 | $103K | Buy |
871
+201
| +30% | +$22.3K | 0.08% | 140 |
|
|
2014
Q4 | $68K | Buy |
670
+29
| +5% | +$2.75K | 0.05% | 161 |
|
|
2014
Q3 | $55K | Sell |
641
-18
| -3% | -$1.52K | 0.05% | 73 |
|
|
2014
Q2 | $54K | Buy |
659
+20
| +3% | +$1.57K | 0.05% | 88 |
|
|
2014
Q1 | $52K | Buy |
+639
| New | +$48.1K | 0.06% | 75 |
|
Other funds holding UNH
