Fiduciary Financial Services of The Southwest’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.53M | Sell |
15,408
-808
| -5% | -$238K | 1.18% | 29 |
|
|
2019
Q3 | $3.52M | Sell |
16,216
-621
| -4% | -$135K | 0.94% | 35 |
|
|
2019
Q2 | $4.11M | Sell |
16,837
-1,278
| -7% | -$312K | 1.16% | 31 |
|
|
2019
Q1 | $4.48M | Buy |
18,115
+5,261
| +41% | +$1.3M | 1.3% | 28 |
|
|
2018
Q4 | $3.2M | Buy |
12,854
+2,150
| +20% | +$536K | 1.01% | 33 |
|
|
2018
Q3 | $2.85M | Hold |
10,704
| – | – | 0.79% | 40 |
|
|
2018
Q2 | $2.63M | Buy |
10,704
+65
| +0.6% | +$15.9K | 0.8% | 41 |
|
|
2018
Q1 | $2.28M | Sell |
10,639
-58
| -0.5% | -$12.4K | 0.7% | 47 |
|
|
2017
Q4 | $2.36M | Sell |
10,697
-188
| -2% | -$41.4K | 0.69% | 47 |
|
|
2017
Q3 | $2.13M | Buy |
10,885
+297
| +3% | +$58.2K | 0.64% | 48 |
|
|
2017
Q2 | $1.96M | Buy |
10,588
+494
| +5% | +$91.6K | 0.61% | 54 |
|
|
2017
Q1 | $1.66M | Buy |
10,094
+190
| +2% | +$31.2K | 0.53% | 64 |
|
|
2016
Q4 | $1.59M | Buy |
9,904
+181
| +2% | +$29K | 0.52% | 60 |
|
|
2016
Q3 | $1.36M | Sell |
9,723
-203
| -2% | -$28.4K | 0.44% | 71 |
|
|
2016
Q2 | $1.4M | Sell |
9,926
-145
| -1% | -$20.5K | 0.45% | 64 |
|
|
2016
Q1 | $1.3M | Sell |
10,071
-118
| -1% | -$15.2K | 0.46% | 66 |
|
|
2015
Q4 | $1.2M | Sell |
10,189
-130
| -1% | -$15.3K | 0.43% | 69 |
|
|
2015
Q3 | $1.2M | Buy |
10,319
+902
| +10% | +$105K | 0.42% | 68 |
|
|
2015
Q2 | $1.15M | Buy |
9,417
+4,377
| +87% | +$534K | 0.35% | 82 |
|
|
2015
Q1 | $596K | Buy |
5,040
+2,333
| +86% | +$276K | 0.17% | 114 |
|
|
2014
Q4 | $274K | Buy |
+2,707
| New | +$274K | 0.08% | 145 |
|