National Planning Corporation’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-1,502
| Closed | -$294K | – | 548 |
|
2017
Q3 | $294K | Sell |
1,502
-85
| -5% | -$16.6K | 0.02% | 534 |
|
2017
Q2 | $296K | Sell |
1,587
-259
| -14% | -$48.3K | 0.02% | 564 |
|
2017
Q1 | $305K | Sell |
1,846
-1,105
| -37% | -$183K | 0.02% | 512 |
|
2016
Q4 | $474K | Buy |
2,951
+459
| +18% | +$73.7K | 0.04% | 385 |
|
2016
Q3 | $354K | Sell |
2,492
-681
| -21% | -$96.7K | 0.03% | 443 |
|
2016
Q2 | $454K | Buy |
3,173
+1,507
| +90% | +$216K | 0.04% | 398 |
|
2016
Q1 | $220K | Sell |
1,666
-2,414
| -59% | -$319K | 0.02% | 558 |
|
2015
Q4 | $456K | Buy |
4,080
+1,851
| +83% | +$207K | 0.04% | 423 |
|
2015
Q3 | $256K | Buy |
+2,229
| New | +$256K | 0.02% | 499 |
|
2015
Q1 | – | Sell |
-2,789
| Closed | -$279K | – | 1977 |
|
2014
Q4 | $279K | Buy |
2,789
+279
| +11% | +$27.9K | 0.02% | 556 |
|
2014
Q3 | $216K | Sell |
2,510
-225
| -8% | -$19.4K | 0.02% | 645 |
|
2014
Q2 | $224K | Buy |
2,735
+16
| +0.6% | +$1.31K | 0.02% | 648 |
|
2014
Q1 | $222K | Sell |
2,719
-50
| -2% | -$4.08K | 0.02% | 614 |
|
2013
Q4 | $212K | Buy |
+2,769
| New | +$212K | 0.02% | 618 |
|