Isthmus Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-120
| Closed | -$48K | – | 249 |
|
|
2021
Q2 | $48K | Buy |
+120
| New | +$48K | 0.01% | 196 |
|
|
2019
Q2 | – | Sell |
-4,182
| Closed | -$331K | – | 204 |
|
|
2019
Q1 | $331K | Buy |
+4,182
| New | +$331K | 0.08% | 123 |
|
|
2018
Q4 | – | Sell |
-201
| Closed | -$53K | – | 269 |
|
|
2018
Q3 | $53K | Hold |
201
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $49K | Hold |
201
| – | – | 0.01% | 177 |
|
|
2018
Q1 | $43K | Sell |
201
-52
| -21% | -$11.1K | 0.01% | 184 |
|
|
2017
Q4 | $56K | Hold |
253
| – | – | 0.02% | 168 |
|
|
2017
Q3 | $50K | Buy |
253
+27
| +12% | +$5.34K | 0.01% | 176 |
|
|
2017
Q2 | $42K | Hold |
226
| – | – | 0.01% | 187 |
|
|
2017
Q1 | $37K | Hold |
226
| – | – | 0.01% | 191 |
|
|
2016
Q4 | $36K | Buy |
226
+71
| +46% | +$11.3K | 0.01% | 196 |
|
|
2016
Q3 | $21K | Hold |
155
| – | – | 0.01% | 215 |
|
|
2016
Q2 | $22K | Hold |
155
| – | – | 0.01% | 201 |
|
|
2016
Q1 | $20K | Sell |
155
-114
| -42% | -$14.7K | 0.01% | 208 |
|
|
2015
Q4 | $32K | Sell |
269
-10
| -4% | -$1.19K | 0.01% | 194 |
|
|
2015
Q3 | $32K | Hold |
279
| – | – | 0.01% | 195 |
|
|
2015
Q2 | $34K | Buy |
279
+114
| +69% | +$13.9K | 0.01% | 195 |
|
|
2015
Q1 | $20K | Hold |
165
| – | – | 0.01% | 216 |
|
|
2014
Q4 | $17K | Buy |
+165
| New | +$17K | 0.01% | 229 |
|