Mosaic Family Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $660K | Buy |
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|
2021
Q3 | $385K | Buy |
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|
2021
Q2 | $388K | Sell |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | $255K | Hold |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $302K | Sell |
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|
2019
Q3 | $296K | Sell |
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|
2019
Q2 | $385K | Buy |
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|
2019
Q1 | $353K | Buy |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $407K | Buy |
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|
2018
Q1 | $336K | Sell |
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|
2017
Q4 | $404K | Sell |
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|
2017
Q3 | $725K | Buy |
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|
2017
Q2 | $548K | Hold |
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|
2017
Q1 | $485K | Buy |
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|
2016
Q4 | $451K | Sell |
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|
2016
Q3 | $408K | Sell |
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|
2016
Q2 | $422K | Sell |
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|
2016
Q1 | $447K | Buy |
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|
2015
Q4 | $402K | Buy |
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