Counsel Portfolio Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $5.52M | Buy |
39,070
+197
| +0.5% | +$27.8K | 0.55% | 57 |
|
|
2016
Q1 | $5.01M | Hold |
38,873
| – | – | 0.66% | 43 |
|
|
2015
Q4 | $4.57M | Sell |
38,873
-8,786
| -18% | -$1.03M | 0.48% | 65 |
|
|
2015
Q3 | $5.53M | Buy |
47,659
+2,841
| +6% | +$330K | 0.6% | 48 |
|
|
2015
Q2 | $5.47M | Hold |
44,818
| – | – | 0.55% | 62 |
|
|
2015
Q1 | $5.3M | Hold |
44,818
| – | – | 0.53% | 65 |
|
|
2014
Q4 | $4.53M | Buy |
44,818
+42,018
| +1,501% | +$4.25M | 0.46% | 65 |
|
|
2014
Q3 | $242K | Buy |
+2,800
| New | +$242K | 0.03% | 277 |
|
|
2014
Q2 | – | Sell |
-56,852
| Closed | -$4.66M | – | 349 |
|
|
2014
Q1 | $4.66M | Hold |
56,852
| – | – | 0.47% | 71 |
|
|
2013
Q4 | $4.28M | Hold |
56,852
| – | – | 0.44% | 76 |
|
|
2013
Q3 | $4.07K | Buy |
+56,852
| New | +$4.07K | 0.2% | 71 |
|