Genovese Burford & Brothers Wealth & Retirement Plan Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-257
| Closed | -$63K | – | 353 |
|
|
2018
Q2 | $63K | Hold |
257
| – | – | 0.02% | 157 |
|
|
2018
Q1 | $55K | Hold |
257
| – | – | 0.02% | 163 |
|
|
2017
Q4 | $61K | Buy |
257
+17
| +7% | +$4.04K | 0.16% | 87 |
|
|
2017
Q3 | $47K | Hold |
240
| – | – | 0.02% | 153 |
|
|
2017
Q2 | $44K | Hold |
240
| – | – | 0.02% | 154 |
|
|
2017
Q1 | $40K | Hold |
240
| – | – | 0.02% | 166 |
|
|
2016
Q4 | $39K | Buy |
240
+96
| +67% | +$15.6K | 0.01% | 183 |
|
|
2016
Q3 | $20K | Buy |
144
+131
| +1,008% | +$18.2K | 0.01% | 237 |
|
|
2016
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 403 |
|
|
2016
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 378 |
|
|
2015
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 349 |
|