Dynamic Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,669
| Closed | -$1.25M | – | 242 |
|
|
2017
Q4 | $1.25M | Buy |
5,669
+4,475
| +375% | +$987K | 0.43% | 57 |
|
|
2017
Q3 | $234K | Sell |
1,194
-1,311
| -52% | -$257K | 0.07% | 230 |
|
|
2017
Q2 | $464K | Sell |
2,505
-10,626
| -81% | -$1.97M | 0.1% | 175 |
|
|
2017
Q1 | $2.15M | Sell |
13,131
-23,257
| -64% | -$3.82M | 0.35% | 79 |
|
|
2016
Q4 | $5.82M | Buy |
36,388
+23,169
| +175% | +$3.71M | 0.62% | 36 |
|
|
2016
Q3 | $1.85M | Sell |
13,219
-11,518
| -47% | -$1.61M | 0.24% | 138 |
|
|
2016
Q2 | $3.49M | Buy |
24,737
+22,137
| +851% | +$3.13M | 0.41% | 55 |
|
|
2016
Q1 | $335K | Hold |
2,600
| – | – | 0.13% | 227 |
|
|
2015
Q4 | $306K | Buy |
+2,600
| New | +$306K | 0.15% | 244 |
|
|
2014
Q3 | – | Sell |
-7,309
| Closed | -$598K | – | 454 |
|
|
2014
Q2 | $598K | Buy |
+7,309
| New | +$598K | 0.17% | 212 |
|
|
2013
Q4 | – | Sell |
-14,625
| Closed | -$1.05M | – | 501 |
|
|
2013
Q3 | $1.05M | Buy |
+14,625
| New | +$1.05M | 0.23% | 143 |
|