Lebenthal Holdings’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $645K | Sell |
4,565
-6,437
| -59% | -$909K | 0.08% | 237 |
|
|
2016
Q1 | $1.42M | Buy |
11,002
+4,798
| +77% | +$618K | 0.25% | 145 |
|
|
2015
Q4 | $730K | Sell |
6,204
-1,906
| -24% | -$224K | 0.17% | 178 |
|
|
2015
Q3 | $941K | Buy |
8,110
+3,096
| +62% | +$359K | 0.22% | 156 |
|
|
2015
Q2 | $612K | Sell |
5,014
-1,430
| -22% | -$175K | 0.12% | 205 |
|
|
2015
Q1 | $763K | Sell |
6,444
-10,837
| -63% | -$1.28M | 0.18% | 171 |
|
|
2014
Q4 | $1.75M | Buy |
+17,281
| New | +$1.75M | 0.77% | 37 |
|