Lyons Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,025
| Closed | -$753K | – | 33 |
|
|
2018
Q4 | $753K | Sell |
3,025
-284
| -9% | -$70.7K | 2.45% | 14 |
|
|
2018
Q3 | $881K | Sell |
3,309
-135
| -4% | -$35.9K | 1.75% | 18 |
|
|
2018
Q2 | $843K | Sell |
3,444
-625
| -15% | -$153K | 1.21% | 19 |
|
|
2018
Q1 | $869K | Hold |
4,069
| – | – | 1.32% | 16 |
|
|
2017
Q4 | $901K | Buy |
+4,069
| New | +$901K | 1.47% | 16 |
|