Kays Financial Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.2M | Sell |
13,456
-8
| -0.1% | -$2.49K | 0.67% | 25 |
|
|
2020
Q2 | $3.97M | Buy |
13,464
+459
| +4% | +$135K | 0.69% | 28 |
|
|
2020
Q1 | $3.24M | Buy |
13,005
+6,052
| +87% | +$1.51M | 0.67% | 28 |
|
|
2019
Q4 | $2.04M | Buy |
6,953
+178
| +3% | +$52.3K | 0.36% | 39 |
|
|
2019
Q3 | $1.47M | Sell |
6,775
-2
| -0% | -$435 | 0.27% | 52 |
|
|
2019
Q2 | $1.65M | Buy |
6,777
+251
| +4% | +$61.2K | 0.3% | 47 |
|
|
2019
Q1 | $1.61M | Buy |
6,526
+136
| +2% | +$33.6K | 0.31% | 46 |
|
|
2018
Q4 | $1.59M | Buy |
6,390
+260
| +4% | +$64.8K | 0.36% | 46 |
|
|
2018
Q3 | $1.63M | Sell |
6,130
-294
| -5% | -$78.2K | 0.35% | 42 |
|
|
2018
Q2 | $1.58M | Buy |
6,424
+244
| +4% | +$59.9K | 0.35% | 40 |
|
|
2018
Q1 | $1.32M | Sell |
6,180
-23
| -0.4% | -$4.92K | 0.3% | 47 |
|
|
2017
Q4 | $1.37M | Buy |
6,203
+223
| +4% | +$49.2K | 0.4% | 40 |
|
|
2017
Q3 | $1.17M | Buy |
5,980
+245
| +4% | +$48K | 0.37% | 43 |
|
|
2017
Q2 | $1.06M | Buy |
+5,735
| New | +$1.06M | 0.36% | 44 |
|