Independent Portfolio Consultants’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $343K | Buy |
1,851
+686
| +59% | +$127K | 0.14% | 216 |
|
|
2017
Q1 | $191K | Buy |
1,165
+109
| +10% | +$17.9K | 0.07% | 336 |
|
|
2016
Q4 | $169K | Buy |
1,056
+46
| +5% | +$7.36K | 0.06% | 352 |
|
|
2016
Q3 | $141K | Buy |
1,010
+850
| +531% | +$119K | 0.04% | 402 |
|
|
2016
Q2 | $23K | Sell |
160
-40
| -20% | -$5.75K | 0.01% | 632 |
|
|
2016
Q1 | $26K | Sell |
200
-255
| -56% | -$33.2K | 0.01% | 642 |
|
|
2015
Q4 | $54K | Hold |
455
| – | – | 0.02% | 568 |
|
|
2015
Q3 | $53K | Sell |
455
-55
| -11% | -$6.41K | 0.01% | 572 |
|
|
2015
Q2 | $62K | Sell |
510
-347
| -40% | -$42.2K | 0.01% | 589 |
|
|
2015
Q1 | $101K | Sell |
857
-1,098
| -56% | -$129K | 0.02% | 478 |
|
|
2014
Q4 | $198K | Hold |
1,955
| – | – | 0.04% | 376 |
|
|
2014
Q3 | $169K | Sell |
1,955
-100
| -5% | -$8.65K | 0.05% | 486 |
|
|
2014
Q2 | $168K | Buy |
+2,055
| New | +$168K | 0.05% | 466 |
|
|
2014
Q1 | – | Sell |
-4,755
| Closed | -$358K | – | 479 |
|
|
2013
Q4 | $358K | Sell |
4,755
-9,440
| -67% | -$711K | 0.13% | 332 |
|
|
2013
Q3 | $1.02M | Buy |
14,195
+166
| +1% | +$11.9K | 0.41% | 52 |
|
|
2013
Q2 | $919K | Buy |
+14,029
| New | +$919K | 0.41% | 46 |
|