Hefty Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
$3K Sell
2017
Q4
$1.5M Buy
2017
Q3
$1.3M Buy
2017
Q2
$1.21M Buy
2017
Q1
$961K Buy
2016
Q2
Sell
2016
Q1
$99K Sell
2015
Q4
$863K Buy