CT Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $631K | Buy |
3,849
+1
| +0% | +$164 | 0.39% | 70 |
|
|
2016
Q4 | $616K | Buy |
3,848
+1
| +0% | +$160 | 0.39% | 68 |
|
|
2016
Q3 | $539K | Sell |
3,847
-339
| -8% | -$47.5K | 0.33% | 78 |
|
|
2016
Q2 | $591K | Sell |
4,186
-1,199
| -22% | -$169K | 0.36% | 70 |
|
|
2016
Q1 | $694K | Sell |
5,385
-46
| -0.8% | -$5.93K | 0.39% | 65 |
|
|
2015
Q4 | $639K | Sell |
5,431
-199
| -4% | -$23.4K | 0.37% | 71 |
|
|
2015
Q3 | $653K | Sell |
5,630
-178
| -3% | -$20.6K | 0.41% | 66 |
|
|
2015
Q2 | $709K | Buy |
5,808
+1
| +0% | +$122 | 0.4% | 65 |
|
|
2015
Q1 | $687K | Sell |
5,807
-359
| -6% | -$42.5K | 0.38% | 68 |
|
|
2014
Q4 | $623K | Buy |
+6,166
| New | +$623K | 0.47% | 55 |
|
|
2014
Q1 | $687K | Buy |
+5,807
| New | +$687K | 0.38% | 68 |
|