J.M. Hartwell’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $724K | Buy |
3,330
+981
| +42% | +$213K | 0.13% | 40 |
|
|
2019
Q2 | $573K | Sell |
2,349
-11,451
| -83% | -$2.79M | 0.11% | 45 |
|
|
2019
Q1 | $3.41M | Buy |
13,800
+1,265
| +10% | +$313K | 0.62% | 20 |
|
|
2018
Q4 | $3.12M | Buy |
+12,535
| New | +$3.12M | 0.65% | 20 |
|
|
2017
Q4 | – | Sell |
-33,155
| Closed | -$6.49M | – | 86 |
|
|
2017
Q3 | $6.49M | Buy |
33,155
+900
| +3% | +$176K | 1.27% | 17 |
|
|
2017
Q2 | $5.98M | Sell |
32,255
-4,300
| -12% | -$797K | 1.24% | 18 |
|
|
2017
Q1 | $6M | Buy |
36,555
+15,070
| +70% | +$2.47M | 1.31% | 18 |
|
|
2016
Q4 | $3.44M | Buy |
21,485
+13,580
| +172% | +$2.17M | 0.85% | 21 |
|
|
2016
Q3 | $1.11M | Buy |
7,905
+900
| +13% | +$126K | 0.27% | 27 |
|
|
2016
Q2 | $989K | Buy |
+7,005
| New | +$989K | 0.25% | 26 |
|
|
2015
Q4 | – | Sell |
-2,350
| Closed | -$273K | – | 99 |
|
|
2015
Q3 | $273K | Hold |
2,350
| – | – | 0.06% | 87 |
|
|
2015
Q2 | $287K | Buy |
+2,350
| New | +$287K | 0.06% | 99 |
|