MWAC
Mariner Wealth Advisors (Cincinnati)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $33.7M | Buy |
126,714
+1,309
| +1% | +$348K | 1.86% | 7 |
|
|
2018
Q2 | $30.8M | Buy |
125,405
+1,276
| +1% | +$313K | 1.82% | 9 |
|
|
2018
Q1 | $26.6M | Sell |
124,129
-702
| -0.6% | -$150K | 1.63% | 13 |
|
|
2017
Q4 | $27.5M | Sell |
124,831
-1,587
| -1% | -$350K | 1.67% | 12 |
|
|
2017
Q3 | $24.8M | Buy |
126,418
+531
| +0.4% | +$104K | 1.6% | 15 |
|
|
2017
Q2 | $23.3M | Sell |
125,887
-1,942
| -2% | -$360K | 1.62% | 14 |
|
|
2017
Q1 | $21M | Buy |
127,829
+1,340
| +1% | +$220K | 1.51% | 17 |
|
|
2016
Q4 | $20.2M | Sell |
126,489
-1,147
| -0.9% | -$184K | 1.58% | 15 |
|
|
2016
Q3 | $17.9M | Buy |
127,636
+45
| +0% | +$6.3K | 1.52% | 21 |
|
|
2016
Q2 | $18M | Sell |
127,591
-38,250
| -23% | -$5.4M | 1.61% | 18 |
|
|
2016
Q1 | $21.4M | Buy |
165,841
+1,387
| +0.8% | +$179K | 2.1% | 8 |
|
|
2015
Q4 | $19.3M | Buy |
+164,454
| New | +$19.3M | 1.89% | 12 |
|
|
2015
Q1 | $19.4M | Buy |
164,026
+1,216
| +0.7% | +$144K | 2.73% | 7 |
|
|
2014
Q4 | $16.5M | Buy |
162,810
+2,398
| +1% | +$242K | 2.38% | 14 |
|
|
2014
Q3 | $13.8M | Sell |
160,412
-3,443
| -2% | -$297K | 2.22% | 18 |
|
|
2014
Q2 | $13.4M | Buy |
163,855
+2,054
| +1% | +$168K | 2.11% | 21 |
|
|
2014
Q1 | $13.3M | Buy |
161,801
+225
| +0.1% | +$18.4K | 2.15% | 19 |
|
|
2013
Q4 | $12.2M | Buy |
161,576
+2,986
| +2% | +$225K | 2% | 24 |
|
|
2013
Q3 | $11.4M | Buy |
158,590
+4,599
| +3% | +$329K | 2.11% | 21 |
|
|
2013
Q2 | $10.1M | Buy |
+153,991
| New | +$10.1M | 2% | 23 |
|