KMS Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $364K | Buy |
4,235
+458
| +12% | +$39.4K | 0.05% | 334 |
|
|
2014
Q2 | $309K | Sell |
3,777
-3,517
| -48% | -$288K | 0.04% | 375 |
|
|
2014
Q1 | $598K | Buy |
7,294
+455
| +7% | +$37.3K | 0.09% | 229 |
|
|
2013
Q4 | $515K | Sell |
6,839
-343
| -5% | -$25.8K | 0.09% | 258 |
|
|
2013
Q3 | $514K | Sell |
7,182
-668
| -9% | -$47.8K | 0.13% | 197 |
|
|
2013
Q2 | $514K | Buy |
+7,850
| New | +$514K | 0.14% | 177 |
|