Hefty Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $3K | Sell |
15
-6,784
| -100% | -$1.36M | ﹤0.01% | 229 |
|
|
2017
Q4 | $1.5M | Buy |
6,799
+155
| +2% | +$34.2K | 0.93% | 35 |
|
|
2017
Q3 | $1.3M | Buy |
6,644
+110
| +2% | +$21.5K | 0.86% | 38 |
|
|
2017
Q2 | $1.21M | Buy |
6,534
+672
| +11% | +$125K | 0.83% | 38 |
|
|
2017
Q1 | $961K | Buy |
+5,862
| New | +$961K | 0.7% | 58 |
|
|
2016
Q2 | – | Sell |
-774
| Closed | -$99K | – | 231 |
|
|
2016
Q1 | $99K | Sell |
774
-6,570
| -89% | -$840K | 0.09% | 91 |
|
|
2015
Q4 | $863K | Buy |
+7,344
| New | +$863K | 0.82% | 39 |
|