Kanaly Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $284K | Hold |
1,772
| – | – | 0.06% | 119 |
|
|
2016
Q3 | $248K | Hold |
1,772
| – | – | 0.05% | 135 |
|
|
2016
Q2 | $250K | Buy |
1,772
+11
| +0.6% | +$1.55K | 0.05% | 134 |
|
|
2016
Q1 | $227K | Sell |
1,761
-3
| -0.2% | -$387 | 0.05% | 135 |
|
|
2015
Q4 | $208K | Sell |
1,764
-16
| -0.9% | -$1.89K | 0.04% | 140 |
|
|
2015
Q3 | $206K | Sell |
1,780
-2
| -0.1% | -$231 | 0.05% | 140 |
|
|
2015
Q2 | $217K | Sell |
1,782
-783
| -31% | -$95.3K | 0.04% | 150 |
|
|
2015
Q1 | $303K | Buy |
2,565
+13
| +0.5% | +$1.54K | 0.06% | 134 |
|
|
2014
Q4 | $258K | Buy |
2,552
+424
| +20% | +$42.9K | 0.05% | 159 |
|
|
2014
Q3 | $184K | Hold |
2,128
| – | – | 0.04% | 182 |
|
|
2014
Q2 | $174K | Sell |
2,128
-6,009
| -74% | -$491K | 0.03% | 194 |
|
|
2014
Q1 | $667K | Buy |
8,137
+199
| +3% | +$16.3K | 0.13% | 88 |
|
|
2013
Q4 | $598K | Buy |
+7,938
| New | +$598K | 0.12% | 95 |
|