Marietta Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,245
| Closed | -$304K | – | 147 |
|
|
2019
Q2 | $304K | Sell |
1,245
-166
| -12% | -$40.5K | 0.1% | 123 |
|
|
2019
Q1 | $349K | Sell |
1,411
-13,615
| -91% | -$3.37M | 0.11% | 112 |
|
|
2018
Q4 | $3.74M | Buy |
+15,026
| New | +$3.74M | 1.43% | 25 |
|
|
2016
Q3 | – | Sell |
-3,700
| Closed | -$522K | – | 158 |
|
|
2016
Q2 | $522K | Buy |
+3,700
| New | +$522K | 0.19% | 93 |
|
|
2016
Q1 | – | Sell |
-20,190
| Closed | -$2.38M | – | 141 |
|
|
2015
Q4 | $2.38M | Sell |
20,190
-24,289
| -55% | -$2.86M | 0.96% | 31 |
|
|
2015
Q3 | $5.17M | Sell |
44,479
-699
| -2% | -$81.2K | 2.01% | 19 |
|
|
2015
Q2 | $5.51M | Buy |
45,178
+54
| +0.1% | +$6.59K | 2.14% | 16 |
|
|
2015
Q1 | $5.34M | Buy |
45,124
+22,194
| +97% | +$2.63M | 2.09% | 17 |
|
|
2014
Q4 | $2.32M | Buy |
+22,930
| New | +$2.32M | 0.93% | 37 |
|