MWP
MYCIO Wealth Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,688
| Closed | -$1.38M | – | 356 |
|
|
2019
Q4 | $1.38M | Sell |
4,688
-92
| -2% | -$27K | 0.09% | 98 |
|
|
2019
Q3 | $1.04M | Buy |
4,780
+306
| +7% | +$66.5K | 0.08% | 110 |
|
|
2019
Q2 | $1.09M | Buy |
+4,474
| New | +$1.09M | 0.09% | 99 |
|
|
2019
Q1 | – | Sell |
-1,173
| Closed | -$292K | – | 302 |
|
|
2018
Q4 | $292K | Buy |
1,173
+368
| +46% | +$91.6K | 0.03% | 207 |
|
|
2018
Q3 | $214K | Buy |
+805
| New | +$214K | 0.02% | 262 |
|
|
2017
Q4 | – | Sell |
-10,839
| Closed | -$2.12M | – | 261 |
|
|
2017
Q3 | $2.12M | Buy |
10,839
+100
| +0.9% | +$19.6K | 0.24% | 41 |
|
|
2017
Q2 | $1.99M | Sell |
10,739
-760
| -7% | -$141K | 0.23% | 43 |
|
|
2017
Q1 | $1.89M | Buy |
11,499
+229
| +2% | +$37.6K | 0.23% | 44 |
|
|
2016
Q4 | $1.8M | Buy |
11,270
+983
| +10% | +$157K | 0.24% | 46 |
|
|
2016
Q3 | $1.44M | Sell |
10,287
-259
| -2% | -$36.3K | 0.24% | 41 |
|
|
2016
Q2 | $1.49M | Buy |
10,546
+59
| +0.6% | +$8.33K | 0.26% | 36 |
|
|
2016
Q1 | $1.35M | Hold |
10,487
| – | – | 0.24% | 40 |
|
|
2015
Q4 | $1.23M | Buy |
10,487
+150
| +1% | +$17.7K | 0.22% | 46 |
|
|
2015
Q3 | $1.2M | Buy |
10,337
+50
| +0.5% | +$5.8K | 0.25% | 36 |
|
|
2015
Q2 | $1.26M | Hold |
10,287
| – | – | 0.24% | 41 |
|
|
2015
Q1 | $1.22M | Hold |
10,287
| – | – | 0.25% | 38 |
|
|
2014
Q4 | $1.04M | Hold |
10,287
| – | – | 0.22% | 47 |
|
|
2014
Q3 | $887K | Hold |
10,287
| – | – | 0.21% | 50 |
|
|
2014
Q2 | $841K | Hold |
10,287
| – | – | 0.19% | 51 |
|
|
2014
Q1 | $843K | Hold |
10,287
| – | – | 0.21% | 52 |
|
|
2013
Q4 | $775K | Hold |
10,287
| – | – | 0.19% | 56 |
|
|
2013
Q3 | $737K | Hold |
10,287
| – | – | 0.2% | 53 |
|
|
2013
Q2 | $674K | Buy |
+10,287
| New | +$674K | 0.19% | 50 |
|