Mercer Capital Advisers’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-400
| Closed | -$125K | – | 165 |
|
|
2020
Q3 | $125K | Hold |
400
| – | – | 0.08% | 106 |
|
|
2020
Q2 | $118K | Hold |
400
| – | – | 0.08% | 104 |
|
|
2020
Q1 | $100K | Hold |
400
| – | – | 0.07% | 105 |
|
|
2019
Q4 | $118K | Hold |
400
| – | – | 0.07% | 113 |
|
|
2019
Q3 | $87K | Hold |
400
| – | – | 0.06% | 127 |
|
|
2019
Q2 | $98K | Hold |
400
| – | – | 0.06% | 120 |
|
|
2019
Q1 | $99K | Hold |
400
| – | – | 0.07% | 119 |
|
|
2018
Q4 | $100K | Buy |
+400
| New | +$100K | 0.07% | 115 |
|