Monroe Bank & Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $243K | Hold |
995
| – | – | 0.08% | 100 |
|
|
2019
Q1 | $246K | Hold |
995
| – | – | 0.08% | 100 |
|
|
2018
Q4 | $248K | Buy |
995
+28
| +3% | +$6.98K | 0.08% | 94 |
|
|
2018
Q3 | $257K | Buy |
967
+17
| +2% | +$4.52K | 0.08% | 96 |
|
|
2018
Q2 | $233K | Hold |
950
| – | – | 0.07% | 97 |
|
|
2018
Q1 | $203K | Hold |
950
| – | – | 0.06% | 104 |
|
|
2017
Q4 | $209K | Buy |
+950
| New | +$209K | 0.07% | 107 |
|
|
2017
Q3 | – | Sell |
-950
| Closed | -$176K | – | 237 |
|
|
2017
Q2 | $176K | Hold |
950
| – | – | 0.06% | 116 |
|
|
2017
Q1 | $156K | Sell |
950
-86
| -8% | -$14.1K | 0.05% | 121 |
|
|
2016
Q4 | $166K | Buy |
+1,036
| New | +$166K | 0.06% | 122 |
|
|
2016
Q2 | – | Sell |
-1,222
| Closed | -$158K | – | 302 |
|
|
2016
Q1 | $158K | Buy |
1,222
+86
| +8% | +$11.1K | 0.05% | 131 |
|
|
2015
Q4 | $134K | Hold |
1,136
| – | – | 0.05% | 135 |
|
|
2015
Q3 | $132K | Sell |
1,136
-270
| -19% | -$31.4K | 0.05% | 139 |
|
|
2015
Q2 | $172K | Sell |
1,406
-500
| -26% | -$61.2K | 0.06% | 132 |
|
|
2015
Q1 | $225K | Buy |
+1,906
| New | +$225K | 0.08% | 124 |
|