Fusion Family Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-37
| Closed | -$14K | – | 93 |
|
|
2021
Q1 | $14K | Hold |
37
| – | – | ﹤0.01% | 79 |
|
|
2020
Q4 | $13K | Hold |
37
| – | – | ﹤0.01% | 74 |
|
|
2020
Q3 | $12K | Sell |
37
-15
| -29% | -$4.87K | ﹤0.01% | 77 |
|
|
2020
Q2 | $15K | Sell |
52
-15
| -22% | -$4.33K | ﹤0.01% | 75 |
|
|
2020
Q1 | $17K | Buy |
67
+30
| +81% | +$7.61K | ﹤0.01% | 80 |
|
|
2019
Q4 | $11K | Sell |
37
-122
| -77% | -$36.3K | ﹤0.01% | 96 |
|
|
2019
Q3 | $35K | Buy |
159
+122
| +330% | +$26.9K | 0.01% | 75 |
|
|
2019
Q2 | $9K | Hold |
37
| – | – | ﹤0.01% | 124 |
|
|
2019
Q1 | $9K | Sell |
37
-12
| -24% | -$2.92K | ﹤0.01% | 114 |
|
|
2018
Q4 | $12K | Buy |
49
+12
| +32% | +$2.94K | ﹤0.01% | 179 |
|
|
2018
Q3 | $10K | Hold |
37
| – | – | ﹤0.01% | 195 |
|
|
2018
Q2 | $9K | Hold |
37
| – | – | ﹤0.01% | 214 |
|
|
2018
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 204 |
|
|
2017
Q4 | $8K | Hold |
37
| – | – | ﹤0.01% | 218 |
|
|
2017
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 168 |
|
|
2017
Q2 | $7K | Hold |
37
| – | – | ﹤0.01% | 217 |
|
|
2017
Q1 | $6K | Sell |
37
-570
| -94% | -$92.4K | ﹤0.01% | 224 |
|
|
2016
Q4 | $98K | Buy |
+607
| New | +$98K | 0.06% | 96 |
|