Garcia Hamilton & Associates’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,039
| Closed | -$791K | – | 34 |
|
|
2017
Q3 | $791K | Sell |
4,039
-4,734
| -54% | -$927K | 2.05% | 6 |
|
|
2017
Q2 | $1.63M | Sell |
8,773
-6,279
| -42% | -$1.16M | 2.25% | 7 |
|
|
2017
Q1 | $2.63M | Sell |
15,052
-12,315
| -45% | -$2.15M | 2.33% | 10 |
|
|
2016
Q4 | $4.38M | Sell |
27,367
-2,020
| -7% | -$323K | 2.54% | 8 |
|
|
2016
Q3 | $4.11M | Sell |
29,387
-577
| -2% | -$80.8K | 2.42% | 13 |
|
|
2016
Q2 | $4.23M | Sell |
29,964
-1,215
| -4% | -$172K | 2.55% | 11 |
|
|
2016
Q1 | $4.02M | Buy |
31,179
+5,346
| +21% | +$689K | 2.34% | 10 |
|
|
2015
Q4 | $3.04M | Buy |
25,833
+10,691
| +71% | +$1.26M | 1.78% | 23 |
|
|
2015
Q3 | $1.76M | Buy |
+15,142
| New | +$1.76M | 1.08% | 40 |
|