Huber Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $614K | Hold |
2,464
| – | – | 0.23% | 54 |
|
|
2019
Q4 | $724K | Hold |
2,464
| – | – | 0.25% | 55 |
|
|
2019
Q3 | $535K | Sell |
2,464
-80
| -3% | -$17.4K | 0.21% | 59 |
|
|
2019
Q2 | $621K | Hold |
2,544
| – | – | 0.27% | 48 |
|
|
2019
Q1 | $629K | Buy |
2,544
+62
| +2% | +$15.3K | 0.31% | 47 |
|
|
2018
Q4 | $618K | Hold |
2,482
| – | – | 0.34% | 42 |
|
|
2018
Q3 | $660K | Buy |
2,482
+1
| +0% | +$266 | 0.51% | 36 |
|
|
2018
Q2 | $608K | Sell |
2,481
-1
| -0% | -$245 | 0.55% | 36 |
|
|
2018
Q1 | $531K | Hold |
2,482
| – | – | 0.52% | 37 |
|
|
2017
Q4 | $547K | Buy |
+2,482
| New | +$547K | 0.6% | 31 |
|