First Western 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
Q4 | – | Sell |
-835
| Closed | -$222K | – | 40 |
|
|
2018
Q3 | $222K | Sell |
835
-30
| -3% | -$7.98K | 1% | 39 |
|
|
2018
Q2 | $212K | Sell |
865
-315
| -27% | -$77.2K | 0.96% | 40 |
|
|
2018
Q1 | $253K | Sell |
1,180
-274
| -19% | -$58.7K | 1.2% | 40 |
|
|
2017
Q4 | $321K | Hold |
1,454
| – | – | 0.18% | 68 |
|
|
2017
Q3 | $285K | Sell |
1,454
-77
| -5% | -$15.1K | 0.17% | 69 |
|
|
2017
Q2 | $284K | Sell |
1,531
-1,723
| -53% | -$320K | 0.17% | 71 |
|
|
2017
Q1 | $534K | Sell |
3,254
-2,335
| -42% | -$383K | 0.32% | 66 |
|
|
2016
Q4 | $894K | Sell |
5,589
-18,011
| -76% | -$2.88M | 0.49% | 68 |
|
|
2016
Q3 | $3.3M | Sell |
23,600
-2,420
| -9% | -$339K | 1.29% | 33 |
|
|
2016
Q2 | $3.67M | Sell |
26,020
-2,936
| -10% | -$415K | 1.34% | 28 |
|
|
2016
Q1 | $3.73M | Sell |
28,956
-1,408
| -5% | -$181K | 1.32% | 32 |
|
|
2015
Q4 | $3.57M | Sell |
30,364
-927
| -3% | -$109K | 1.12% | 37 |
|
|
2015
Q3 | $3.63M | Sell |
31,291
-1,419
| -4% | -$165K | 1.21% | 33 |
|
|
2015
Q2 | $3.99M | Sell |
32,710
-1,877
| -5% | -$229K | 1.28% | 18 |
|
|
2015
Q1 | $4.09M | Sell |
34,587
-244
| -0.7% | -$28.9K | 1.23% | 28 |
|
|
2014
Q4 | $3.52M | Buy |
34,831
+13,329
| +62% | +$1.35M | 1.04% | 35 |
|
|
2014
Q3 | $1.86M | Buy |
21,502
+525
| +3% | +$45.3K | 0.55% | 69 |
|
|
2014
Q2 | $1.72M | Sell |
20,977
-6,128
| -23% | -$501K | 0.57% | 71 |
|
|
2014
Q1 | $2.22M | Sell |
27,105
-312
| -1% | -$25.6K | 0.78% | 43 |
|
|
2013
Q4 | $2.06M | Buy |
+27,417
| New | +$2.06M | 0.72% | 48 |
|