Drexel Morgan & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,151
| Closed | -$428K | – | 106 |
|
|
2021
Q1 | $428K | Sell |
1,151
-28
| -2% | -$10.4K | 0.11% | 73 |
|
|
2020
Q4 | $413K | Hold |
1,179
| – | – | 0.11% | 71 |
|
|
2020
Q3 | $368K | Sell |
1,179
-260
| -18% | -$81.2K | 0.13% | 72 |
|
|
2020
Q2 | $424K | Hold |
1,439
| – | – | 0.16% | 69 |
|
|
2020
Q1 | $359K | Hold |
1,439
| – | – | 0.14% | 66 |
|
|
2019
Q4 | $423K | Hold |
1,439
| – | – | 0.32% | 62 |
|
|
2019
Q3 | $313K | Buy |
1,439
+6
| +0.4% | +$1.31K | 0.24% | 69 |
|
|
2019
Q2 | $350K | Hold |
1,433
| – | – | 0.27% | 69 |
|
|
2019
Q1 | $354K | Buy |
1,433
+260
| +22% | +$64.2K | 0.31% | 69 |
|
|
2018
Q4 | $292K | Hold |
1,173
| – | – | 0.29% | 69 |
|
|
2018
Q3 | $312K | Hold |
1,173
| – | – | 0.27% | 72 |
|
|
2018
Q2 | $288K | Hold |
1,173
| – | – | 0.29% | 74 |
|
|
2018
Q1 | $251K | Sell |
1,173
-655
| -36% | -$140K | 0.26% | 79 |
|
|
2017
Q4 | $403K | Hold |
1,828
| – | – | 0.39% | 61 |
|
|
2017
Q3 | $358K | Hold |
1,828
| – | – | 0.37% | 62 |
|
|
2017
Q2 | $339K | Hold |
1,828
| – | – | 0.35% | 63 |
|
|
2017
Q1 | $300K | Sell |
1,828
-325
| -15% | -$53.3K | 0.33% | 70 |
|
|
2016
Q4 | $345K | Hold |
2,153
| – | – | 0.41% | 61 |
|
|
2016
Q3 | $301K | Hold |
2,153
| – | – | 0.33% | 69 |
|
|
2016
Q2 | $304K | Hold |
2,153
| – | – | 0.34% | 70 |
|
|
2016
Q1 | $278K | Hold |
2,153
| – | – | 0.33% | 71 |
|
|
2015
Q4 | $253K | Hold |
2,153
| – | – | 0.28% | 80 |
|
|
2015
Q3 | $250K | Sell |
2,153
-375
| -15% | -$43.5K | 0.32% | 71 |
|
|
2015
Q2 | $308K | Sell |
2,528
-980
| -28% | -$119K | 0.37% | 70 |
|
|
2015
Q1 | $415K | Buy |
3,508
+1,260
| +56% | +$149K | 0.44% | 64 |
|
|
2014
Q4 | $227K | Buy |
+2,248
| New | +$227K | 0.26% | 83 |
|