Ladenburg Thalmann Financial Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $28.9M | Buy |
146,764
+47,746
| +48% | +$9.39M | 0.18% | 125 |
|
2019
Q3 | $21.5M | Sell |
99,018
-7,332
| -7% | -$1.59M | 0.15% | 151 |
|
2019
Q2 | $25.9M | Buy |
106,350
+9,383
| +10% | +$2.29M | 0.19% | 122 |
|
2019
Q1 | $24M | Buy |
96,967
+5,175
| +6% | +$1.28M | 0.18% | 127 |
|
2018
Q4 | $22.8M | Buy |
91,792
+10,712
| +13% | +$2.66M | 0.21% | 117 |
|
2018
Q3 | $21.6M | Buy |
81,080
+9,310
| +13% | +$2.48M | 0.18% | 127 |
|
2018
Q2 | $15.4M | Hold |
71,770
| – | – | 0.14% | 154 |
|
2018
Q1 | $15.4M | Buy |
71,770
+7,637
| +12% | +$1.64M | 0.14% | 154 |
|
2017
Q4 | $14.1M | Buy |
64,133
+537
| +0.8% | +$118K | 0.14% | 158 |
|
2017
Q3 | $12.5M | Buy |
63,596
+3,779
| +6% | +$740K | 0.14% | 154 |
|
2017
Q2 | $11.1M | Buy |
59,817
+2,555
| +4% | +$474K | 0.13% | 154 |
|
2017
Q1 | $9.4M | Buy |
57,262
+1,757
| +3% | +$288K | 0.12% | 162 |
|
2016
Q4 | $8.86M | Buy |
55,505
+7,141
| +15% | +$1.14M | 0.12% | 166 |
|
2016
Q3 | $6.76M | Buy |
48,364
+6,653
| +16% | +$930K | 0.1% | 198 |
|
2016
Q2 | $5.89M | Sell |
41,711
-1,125
| -3% | -$159K | 0.09% | 201 |
|
2016
Q1 | $5.53M | Buy |
42,836
+2,809
| +7% | +$363K | 0.1% | 201 |
|
2015
Q4 | $4.71M | Sell |
40,027
-5,181
| -11% | -$609K | 0.09% | 214 |
|
2015
Q3 | $5.22M | Sell |
45,208
-5,431
| -11% | -$628K | 0.11% | 185 |
|
2015
Q2 | $6.16M | Buy |
50,639
+5,255
| +12% | +$639K | 0.11% | 183 |
|
2015
Q1 | $5.32M | Buy |
45,384
+13,365
| +42% | +$1.57M | 0.1% | 198 |
|
2014
Q4 | $3.22M | Buy |
32,019
+12,922
| +68% | +$1.3M | 0.07% | 250 |
|
2014
Q3 | $1.65M | Buy |
19,097
+2,269
| +13% | +$196K | 0.04% | 340 |
|
2014
Q2 | $1.37M | Buy |
16,828
+5,869
| +54% | +$479K | 0.04% | 408 |
|
2014
Q1 | $894K | Buy |
10,959
+935
| +9% | +$76.3K | 0.03% | 494 |
|
2013
Q4 | $753K | Buy |
10,024
+1,223
| +14% | +$91.9K | 0.02% | 546 |
|
2013
Q3 | $628K | Sell |
8,801
-2,850
| -24% | -$203K | 0.02% | 576 |
|
2013
Q2 | $766K | Buy |
+11,651
| New | +$766K | 0.03% | 485 |
|