Covenant Multifamily Offices’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $840K | Buy |
2,134
+115
| +6% | +$45.3K | 0.15% | 95 |
|
|
2021
Q2 | $808K | Buy |
2,019
+424
| +27% | +$170K | 0.15% | 101 |
|
|
2021
Q1 | $593K | Buy |
+1,595
| New | +$593K | 0.12% | 98 |
|
|
2020
Q1 | – | Sell |
-25,071
| Closed | -$2.65M | – | 182 |
|
|
2019
Q4 | $2.65M | Buy |
25,071
+19,325
| +336% | +$2.04M | 0.45% | 42 |
|
|
2019
Q3 | $1.25M | Buy |
5,746
+1
| +0% | +$217 | 0.27% | 54 |
|
|
2019
Q2 | $1.4M | Sell |
5,745
-458
| -7% | -$112K | 0.31% | 48 |
|
|
2019
Q1 | $1.53M | Buy |
6,203
+575
| +10% | +$142K | 0.5% | 23 |
|
|
2018
Q4 | $1.4M | Buy |
+5,628
| New | +$1.4M | 0.54% | 21 |
|