Gerstein Fisher’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $970K | Buy |
6,927
+285
| +4% | +$39.9K | 0.12% | 163 |
|
|
2016
Q2 | $938K | Buy |
6,642
+1,073
| +19% | +$152K | 0.12% | 152 |
|
|
2016
Q1 | $718K | Buy |
5,569
+843
| +18% | +$109K | 0.1% | 173 |
|
|
2015
Q4 | $556K | Sell |
4,726
-795
| -14% | -$93.5K | 0.08% | 208 |
|
|
2015
Q3 | $640K | Sell |
5,521
-290
| -5% | -$33.6K | 0.1% | 187 |
|
|
2015
Q2 | $709K | Buy |
5,811
+540
| +10% | +$65.9K | 0.11% | 178 |
|
|
2015
Q1 | $624K | Buy |
5,271
+185
| +4% | +$21.9K | 0.1% | 195 |
|
|
2014
Q4 | $514K | Sell |
5,086
-192
| -4% | -$19.4K | 0.08% | 213 |
|
|
2014
Q3 | $455K | Buy |
5,278
+97
| +2% | +$8.36K | 0.08% | 218 |
|
|
2014
Q2 | $424K | Sell |
5,181
-57
| -1% | -$4.67K | 0.08% | 207 |
|
|
2014
Q1 | $429K | Sell |
5,238
-6,100
| -54% | -$500K | 0.09% | 194 |
|
|
2013
Q4 | $854K | Buy |
11,338
+5,881
| +108% | +$443K | 0.03% | 309 |
|
|
2013
Q3 | $391K | Sell |
5,457
-33
| -0.6% | -$2.36K | 0.08% | 217 |
|
|
2013
Q2 | $359K | Buy |
+5,490
| New | +$359K | 0.09% | 204 |
|