Madison Investment Holdings’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $5.51M | Buy |
25,350
+9,367
| +59% | +$2.04M | 0.09% | 179 |
|
|
2019
Q2 | $3.9M | Buy |
15,983
+12,330
| +338% | +$3.01M | 0.07% | 166 |
|
|
2019
Q1 | $903K | Hold |
3,653
| – | – | 0.02% | 185 |
|
|
2018
Q4 | $910K | Buy |
3,653
+31
| +0.9% | +$7.72K | 0.02% | 192 |
|
|
2018
Q3 | $964K | Hold |
3,622
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $889K | Buy |
3,622
+494
| +16% | +$121K | 0.02% | 209 |
|
|
2018
Q1 | $669K | Hold |
3,128
| – | – | 0.01% | 213 |
|
|
2017
Q4 | $690K | Buy |
3,128
+73
| +2% | +$16.1K | 0.01% | 219 |
|
|
2017
Q3 | $598K | Hold |
3,055
| – | – | 0.01% | 222 |
|
|
2017
Q2 | $566K | Sell |
3,055
-200
| -6% | -$37.1K | 0.01% | 221 |
|
|
2017
Q1 | $534K | Buy |
+3,255
| New | +$534K | 0.01% | 224 |
|
|
2015
Q4 | – | Sell |
-94,982
| Closed | -$11M | – | 240 |
|
|
2015
Q3 | $11M | Sell |
94,982
-23,385
| -20% | -$2.71M | 0.24% | 126 |
|
|
2015
Q2 | $14.4M | Sell |
118,367
-158,250
| -57% | -$19.3M | 0.29% | 117 |
|
|
2015
Q1 | $32.7M | Sell |
276,617
-47,951
| -15% | -$5.67M | 0.64% | 58 |
|
|
2014
Q4 | $32.8M | Sell |
324,568
-73,172
| -18% | -$7.4M | 0.7% | 52 |
|
|
2014
Q3 | $34.3M | Sell |
397,740
-6,907
| -2% | -$596K | 0.76% | 48 |
|
|
2014
Q2 | $33.1M | Buy |
404,647
+52,780
| +15% | +$4.31M | 0.68% | 55 |
|
|
2014
Q1 | $28.9M | Buy |
351,867
+91,085
| +35% | +$7.47M | 0.55% | 74 |
|
|
2013
Q4 | $19.6M | Buy |
260,782
+24,785
| +11% | +$1.87M | 0.38% | 102 |
|
|
2013
Q3 | $16.9M | Sell |
235,997
-131,625
| -36% | -$9.43M | 0.36% | 104 |
|
|
2013
Q2 | $24.1M | Buy |
+367,622
| New | +$24.1M | 0.53% | 76 |
|