CrestPoint Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $507K | Buy |
2,300
+200
| +10% | +$44.1K | 0.28% | 116 |
|
|
2017
Q3 | $411K | Hold |
2,100
| – | – | 0.18% | 167 |
|
|
2017
Q2 | $389K | Sell |
2,100
-100
| -5% | -$18.5K | 0.18% | 167 |
|
|
2017
Q1 | $361K | Sell |
2,200
-100
| -4% | -$16.4K | 0.17% | 165 |
|
|
2016
Q4 | $368K | Hold |
2,300
| – | – | 0.18% | 163 |
|
|
2016
Q3 | $322K | Hold |
2,300
| – | – | 0.16% | 175 |
|
|
2016
Q2 | $325K | Sell |
2,300
-200
| -8% | -$28.3K | 0.17% | 164 |
|
|
2016
Q1 | $322K | Buy |
2,500
+100
| +4% | +$12.9K | 0.18% | 165 |
|
|
2015
Q4 | $282K | Hold |
2,400
| – | – | 0.16% | 152 |
|
|
2015
Q3 | $278K | Buy |
2,400
+200
| +9% | +$23.2K | 0.16% | 158 |
|
|
2015
Q2 | $268K | Buy |
2,200
+100
| +5% | +$12.2K | 0.14% | 189 |
|
|
2015
Q1 | $248K | Buy |
2,100
+100
| +5% | +$11.8K | 0.13% | 202 |
|
|
2014
Q4 | $202K | Buy |
+2,000
| New | +$202K | 0.11% | 219 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$301K | – | 225 |
|
|
2013
Q4 | $301K | Buy |
+4,000
| New | +$301K | 0.2% | 164 |
|