First Allied Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8.2M | Buy |
26,285
+340
| +1% | +$104K | 0.28% | 80 |
|
|
2020
Q2 | $7.65M | Sell |
25,945
-767
| -3% | -$220K | 0.28% | 81 |
|
|
2020
Q1 | $6.66M | Buy |
26,712
+1,980
| +8% | +$545K | 0.29% | 79 |
|
|
2019
Q4 | $7.27M | Sell |
24,732
-1,069
| -4% | -$280K | 0.25% | 103 |
|
|
2019
Q3 | $5.61M | Buy |
25,801
+2,433
| +10% | +$587K | 0.2% | 120 |
|
|
2019
Q2 | $5.7M | Buy |
23,368
+3,631
| +18% | +$873K | 0.2% | 123 |
|
|
2019
Q1 | $4.87M | Sell |
19,737
-512
| -3% | -$131K | 0.17% | 154 |
|
|
2018
Q4 | $5.02M | Sell |
20,249
-387
| -2% | -$102K | 0.2% | 127 |
|
|
2018
Q3 | $5.5M | Buy |
20,636
+1,961
| +11% | +$510K | 0.19% | 139 |
|
|
2018
Q2 | $4.58M | Buy |
18,675
+3,443
| +23% | +$827K | 0.17% | 149 |
|
|
2018
Q1 | $3.26M | Buy |
15,232
+333
| +2% | +$76.1K | 0.13% | 190 |
|
|
2017
Q4 | $3.29M | Sell |
14,899
-1,165
| -7% | -$247K | 0.13% | 182 |
|
|
2017
Q3 | $3.16M | Sell |
16,064
-1,189
| -7% | -$230K | 0.14% | 178 |
|
|
2017
Q2 | $3.2M | Sell |
17,253
-330
| -2% | -$57.9K | 0.14% | 170 |
|
|
2017
Q1 | $2.88M | Buy |
17,583
+248
| +1% | +$40.6K | 0.15% | 152 |
|
|
2016
Q4 | $2.77M | Buy |
17,335
+1,007
| +6% | +$150K | 0.14% | 169 |
|
|
2016
Q3 | $2.29M | Sell |
16,328
-575
| -3% | -$80.5K | 0.12% | 195 |
|
|
2016
Q2 | $2.39M | Buy |
16,903
+311
| +2% | +$41.5K | 0.13% | 177 |
|
|
2016
Q1 | $2.14M | Sell |
16,592
-2,606
| -14% | -$308K | 0.12% | 192 |
|
|
2015
Q4 | $2.25M | Sell |
19,198
-4,034
| -17% | -$471K | 0.12% | 200 |
|
|
2015
Q3 | $2.69M | Sell |
23,232
-389
| -2% | -$46.6K | 0.15% | 163 |
|
|
2015
Q2 | $2.88M | Buy |
23,621
+2,962
| +14% | +$350K | 0.13% | 193 |
|
|
2015
Q1 | $2.44M | Sell |
20,659
-506
| -2% | -$56.2K | 0.16% | 163 |
|
|
2014
Q4 | $2.13M | Buy |
21,165
+1,665
| +9% | +$158K | 0.16% | 164 |
|
|
2014
Q3 | $1.69M | Sell |
19,500
-486
| -2% | -$41.1K | 0.13% | 188 |
|
|
2014
Q2 | $1.63M | Buy |
19,986
+233
| +1% | +$18.3K | 0.12% | 204 |
|
|
2014
Q1 | $1.61M | Buy |
19,753
+2,895
| +17% | +$218K | 0.12% | 198 |
|
|
2013
Q4 | $1.27M | Sell |
16,858
-374
| -2% | -$26.9K | 0.1% | 231 |
|
|
2013
Q3 | $1.23M | Buy |
17,232
+1,031
| +6% | +$73.8K | 0.07% | 262 |
|
|
2013
Q2 | $1.06M | Buy |
+16,201
| New | +$1.01M | 0.08% | 255 |
|
Other funds holding UNH
