Dunvegan Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $329K | Sell |
2,794
-1,631
| -37% | -$192K | 0.39% | 45 |
|
|
2015
Q3 | $513K | Sell |
4,425
-1,640
| -27% | -$190K | 0.58% | 36 |
|
|
2015
Q2 | $740K | Hold |
6,065
| – | – | 0.82% | 28 |
|
|
2015
Q1 | $717K | Hold |
6,065
| – | – | 0.63% | 36 |
|
|
2014
Q4 | $613K | Sell |
6,065
-1,548
| -20% | -$156K | 0.53% | 40 |
|
|
2014
Q3 | $657K | Hold |
7,613
| – | – | 0.59% | 34 |
|
|
2014
Q2 | $622K | Hold |
7,613
| – | – | 0.52% | 38 |
|
|
2014
Q1 | $624K | Hold |
7,613
| – | – | 0.53% | 38 |
|
|
2013
Q4 | $573K | Hold |
7,613
| – | – | 0.47% | 43 |
|
|
2013
Q3 | $545K | Buy |
7,613
+19
| +0.3% | +$1.36K | 0.4% | 49 |
|
|
2013
Q2 | $497K | Buy |
+7,594
| New | +$497K | 0.38% | 52 |
|