Lourd Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $561K | Buy |
2,300
+157
| +7% | +$38.3K | 0.05% | 56 |
|
|
2019
Q1 | $530K | Sell |
2,143
-768
| -26% | -$190K | 0.05% | 57 |
|
|
2018
Q4 | $725K | Buy |
2,911
+598
| +26% | +$149K | 0.06% | 85 |
|
|
2018
Q3 | $615K | Buy |
+2,313
| New | +$615K | 0.04% | 108 |
|
|
2018
Q1 | – | Sell |
-2,181
| Closed | -$481K | – | 322 |
|
|
2017
Q4 | $481K | Buy |
2,181
+894
| +69% | +$197K | 0.03% | 161 |
|
|
2017
Q3 | $252K | Buy |
1,287
+12
| +0.9% | +$2.35K | 0.02% | 97 |
|
|
2017
Q2 | $236K | Buy |
+1,275
| New | +$236K | 0.02% | 100 |
|