Lenox Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $132K | Buy |
448
+197
| +78% | +$58K | 0.04% | 182 |
|
|
2020
Q1 | $62K | Buy |
251
+76
| +43% | +$18.8K | 0.02% | 226 |
|
|
2019
Q4 | $51K | Sell |
175
-243
| -58% | -$70.8K | 0.01% | 269 |
|
|
2019
Q3 | $90K | Buy |
418
+4
| +1% | +$861 | 0.03% | 220 |
|
|
2019
Q2 | $101K | Buy |
414
+7
| +2% | +$1.71K | 0.03% | 190 |
|
|
2019
Q1 | $101K | Buy |
407
+188
| +86% | +$46.7K | 0.03% | 178 |
|
|
2018
Q4 | $55K | Buy |
219
+35
| +19% | +$8.79K | 0.02% | 205 |
|
|
2018
Q3 | $49K | Buy |
184
+61
| +50% | +$16.2K | 0.01% | 236 |
|
|
2018
Q2 | $30K | Sell |
123
-6
| -5% | -$1.46K | 0.01% | 250 |
|
|
2018
Q1 | $27K | Buy |
129
+8
| +7% | +$1.67K | 0.01% | 264 |
|
|
2017
Q4 | $27K | Sell |
121
-33
| -21% | -$7.36K | 0.01% | 278 |
|
|
2017
Q3 | $30K | Buy |
154
+19
| +14% | +$3.7K | 0.01% | 278 |
|
|
2017
Q2 | $25K | Buy |
+135
| New | +$25K | 0.01% | 285 |
|