Lucia Wealth Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $210K | Buy |
675
+9
| +1% | +$2.8K | 0.05% | 122 |
|
|
2020
Q2 | $196K | Sell |
666
-21
| -3% | -$6.18K | 0.05% | 123 |
|
|
2020
Q1 | $171K | Buy |
687
+376
| +121% | +$93.6K | 0.06% | 134 |
|
|
2019
Q4 | $91K | Hold |
311
| – | – | 0.03% | 136 |
|
|
2019
Q3 | $68K | Hold |
311
| – | – | 0.02% | 127 |
|
|
2019
Q2 | $76K | Hold |
311
| – | – | 0.03% | 131 |
|
|
2019
Q1 | $77K | Buy |
311
+26
| +9% | +$6.44K | 0.03% | 147 |
|
|
2018
Q4 | $71K | Sell |
285
-44
| -13% | -$11K | 0.03% | 136 |
|
|
2018
Q3 | $88K | Buy |
329
+123
| +60% | +$32.9K | 0.03% | 165 |
|
|
2018
Q2 | $51K | Sell |
206
-22
| -10% | -$5.45K | 0.02% | 166 |
|
|
2018
Q1 | $49K | Buy |
+228
| New | +$49K | 0.02% | 145 |
|