LWM
LBA Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $134K | Sell |
815
-300
| -27% | -$49.3K | 0.07% | 125 |
|
|
2016
Q4 | $178K | Buy |
1,115
+168
| +18% | +$26.8K | 0.1% | 110 |
|
|
2016
Q3 | $133K | Hold |
947
| – | – | 0.08% | 131 |
|
|
2016
Q2 | $134K | Sell |
947
-63
| -6% | -$8.91K | 0.08% | 130 |
|
|
2016
Q1 | $130K | Sell |
1,010
-185
| -15% | -$23.8K | 0.08% | 129 |
|
|
2015
Q4 | $141K | Sell |
1,195
-75
| -6% | -$8.85K | 0.08% | 139 |
|
|
2015
Q3 | $147K | Sell |
1,270
-185
| -13% | -$21.4K | 0.09% | 126 |
|
|
2015
Q2 | $178K | Sell |
1,455
-50
| -3% | -$6.12K | 0.11% | 103 |
|
|
2015
Q1 | $178K | Sell |
1,505
-275
| -15% | -$32.5K | 0.11% | 104 |
|
|
2014
Q4 | $180K | Hold |
1,780
| – | – | 0.12% | 103 |
|
|
2014
Q3 | $154K | Hold |
1,780
| – | – | 0.11% | 104 |
|
|
2014
Q2 | $146K | Buy |
1,780
+125
| +8% | +$10.3K | 0.12% | 106 |
|
|
2014
Q1 | $136K | Sell |
1,655
-50
| -3% | -$4.11K | 0.11% | 107 |
|
|
2013
Q4 | $128K | Buy |
+1,705
| New | +$128K | 0.11% | 101 |
|