Franklin, Parlapiano, Turner & Welch’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-139
| Closed | -$23K | – | 105 |
|
|
2017
Q1 | $23K | Hold |
139
| – | – | 0.01% | 97 |
|
|
2016
Q4 | $22K | Sell |
139
-189
| -58% | -$29.9K | 0.01% | 94 |
|
|
2016
Q3 | $46K | Hold |
328
| – | – | 0.02% | 75 |
|
|
2016
Q2 | $46K | Sell |
328
-136
| -29% | -$19.1K | 0.02% | 68 |
|
|
2016
Q1 | $60K | Hold |
464
| – | – | 0.03% | 64 |
|
|
2015
Q4 | $55K | Buy |
+464
| New | +$55K | 0.03% | 66 |
|