Integrated Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $225K | Buy |
+1,373
| New | +$225K | 0.08% | 232 |
|
|
2016
Q4 | – | Sell |
-1,135
| Closed | -$159K | – | 967 |
|
|
2016
Q3 | $159K | Buy |
1,135
+31
| +3% | +$4.34K | 0.06% | 259 |
|
|
2016
Q2 | $156K | Hold |
1,104
| – | – | 0.06% | 251 |
|
|
2016
Q1 | $142K | Sell |
1,104
-110
| -9% | -$14.1K | 0.06% | 238 |
|
|
2015
Q4 | $143K | Buy |
1,214
+83
| +7% | +$9.78K | 0.06% | 239 |
|
|
2015
Q3 | $131K | Hold |
1,131
| – | – | 0.06% | 241 |
|
|
2015
Q2 | $138K | Buy |
1,131
+282
| +33% | +$34.4K | 0.05% | 240 |
|
|
2015
Q1 | $100K | Buy |
+849
| New | +$100K | 0.04% | 271 |
|