Financial & Investment Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $353K | Sell |
1,418
-100
| -7% | -$24.9K | 0.13% | 88 |
|
|
2018
Q3 | $404K | Hold |
1,518
| – | – | 0.13% | 80 |
|
|
2018
Q2 | $372K | Hold |
1,518
| – | – | 0.12% | 80 |
|
|
2018
Q1 | $325K | Hold |
1,518
| – | – | 0.1% | 79 |
|
|
2017
Q4 | $335K | Hold |
1,518
| – | – | 0.12% | 67 |
|
|
2017
Q3 | $297K | Hold |
1,518
| – | – | 0.1% | 75 |
|
|
2017
Q2 | $281K | Hold |
1,518
| – | – | 0.1% | 69 |
|
|
2017
Q1 | $249K | Hold |
1,518
| – | – | 0.08% | 80 |
|
|
2016
Q4 | $243K | Sell |
1,518
-203
| -12% | -$32.5K | 0.09% | 84 |
|
|
2016
Q3 | $241K | Hold |
1,721
| – | – | 0.08% | 86 |
|
|
2016
Q2 | $243K | Hold |
1,721
| – | – | 0.07% | 87 |
|
|
2016
Q1 | $222K | Hold |
1,721
| – | – | 0.06% | 97 |
|
|
2015
Q4 | $202K | Buy |
+1,721
| New | +$202K | 0.06% | 107 |
|
|
2015
Q3 | – | Sell |
-1,721
| Closed | -$210K | – | 134 |
|
|
2015
Q2 | $210K | Sell |
1,721
-4
| -0.2% | -$488 | 0.05% | 119 |
|
|
2015
Q1 | $204K | Buy |
+1,725
| New | +$204K | 0.05% | 117 |
|