Financial Advantage’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-90
| Closed | -$28K | – | 119 |
|
|
2020
Q3 | $28K | Hold |
90
| – | – | 0.03% | 76 |
|
|
2020
Q2 | $26K | Hold |
90
| – | – | 0.02% | 82 |
|
|
2020
Q1 | $22K | Hold |
90
| – | – | 0.02% | 77 |
|
|
2019
Q4 | $26K | Hold |
90
| – | – | 0.02% | 76 |
|
|
2019
Q3 | $19K | Buy |
+90
| New | +$19K | 0.01% | 119 |
|
|
2014
Q1 | – | Sell |
-12,904
| Closed | -$972K | – | 194 |
|
|
2013
Q4 | $972K | Buy |
12,904
+1
| +0% | +$75 | 0.82% | 21 |
|
|
2013
Q3 | $924K | Hold |
12,903
| – | – | 0.8% | 21 |
|
|
2013
Q2 | $845K | Buy |
+12,903
| New | +$845K | 0.73% | 22 |
|