Geneva Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.81M | Buy |
9,766
+144
| +1% | +$26.7K | 0.03% | 243 |
|
|
2017
Q1 | $1.58M | Sell |
9,622
-4,024
| -29% | -$660K | 0.03% | 260 |
|
|
2016
Q4 | $2.18M | Buy |
13,646
+4,139
| +44% | +$662K | 0.04% | 193 |
|
|
2016
Q3 | $1.33M | Sell |
9,507
-196
| -2% | -$27.4K | 0.03% | 263 |
|
|
2016
Q2 | $1.37M | Buy |
9,703
+119
| +1% | +$16.8K | 0.03% | 250 |
|
|
2016
Q1 | $1.24M | Buy |
9,584
+720
| +8% | +$92.8K | 0.02% | 258 |
|
|
2015
Q4 | $1.04M | Sell |
8,864
-116
| -1% | -$13.6K | 0.02% | 298 |
|
|
2015
Q3 | $1.04M | Buy |
8,980
+138
| +2% | +$16K | 0.02% | 283 |
|
|
2015
Q2 | $1.08M | Sell |
8,842
-304
| -3% | -$37.1K | 0.02% | 296 |
|
|
2015
Q1 | $1.08M | Buy |
9,146
+482
| +6% | +$57K | 0.02% | 284 |
|
|
2014
Q4 | $876K | Buy |
8,664
+137
| +2% | +$13.9K | 0.02% | 317 |
|
|
2014
Q3 | $735K | Buy |
8,527
+599
| +8% | +$51.6K | 0.01% | 355 |
|
|
2014
Q2 | $648K | Buy |
7,928
+2,000
| +34% | +$163K | 0.01% | 391 |
|
|
2014
Q1 | $486K | Buy |
5,928
+150
| +3% | +$12.3K | 0.01% | 401 |
|
|
2013
Q4 | $435K | Buy |
5,778
+334
| +6% | +$25.1K | 0.01% | 354 |
|
|
2013
Q3 | $390K | Buy |
5,444
+37
| +0.7% | +$2.65K | 0.01% | 367 |
|
|
2013
Q2 | $354K | Buy |
+5,407
| New | +$354K | 0.01% | 324 |
|