NAM
Needelman Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,272
| Closed | -$1.54M | – | 30 |
|
|
2018
Q2 | $1.54M | Sell |
6,272
-10
| -0.2% | -$2.45K | 3.35% | 7 |
|
|
2018
Q1 | $1.34M | Sell |
6,282
-35
| -0.6% | -$7.49K | 2.9% | 16 |
|
|
2017
Q4 | $1.39M | Sell |
6,317
-1,760
| -22% | -$388K | 3.48% | 9 |
|
|
2017
Q3 | $1.58M | Sell |
8,077
-980
| -11% | -$192K | 3.89% | 2 |
|
|
2017
Q2 | $1.68M | Sell |
9,057
-348
| -4% | -$64.5K | 4.32% | 2 |
|
|
2017
Q1 | $1.54M | Sell |
9,405
-45
| -0.5% | -$7.38K | 4.13% | 2 |
|
|
2016
Q4 | $1.51M | Sell |
9,450
-200
| -2% | -$32K | 4.19% | 2 |
|
|
2016
Q3 | $1.35M | Sell |
9,650
-1,050
| -10% | -$147K | 4.06% | 1 |
|
|
2016
Q2 | $1.51M | Sell |
10,700
-75
| -0.7% | -$10.6K | 4.31% | 2 |
|
|
2016
Q1 | $1.39M | Sell |
10,775
-135
| -1% | -$17.4K | 4.07% | 3 |
|
|
2015
Q4 | $1.28M | Sell |
10,910
-1,575
| -13% | -$185K | 3.89% | 4 |
|
|
2015
Q3 | $1.45M | Hold |
12,485
| – | – | 4.76% | 1 |
|
|
2015
Q2 | $1.52M | Sell |
12,485
-570
| -4% | -$69.5K | 4.82% | 1 |
|
|
2015
Q1 | $1.54M | Sell |
13,055
-40
| -0.3% | -$4.73K | 4.69% | 2 |
|
|
2014
Q4 | $1.32M | Hold |
13,095
| – | – | 4.06% | 3 |
|
|
2014
Q3 | $1.13M | Sell |
13,095
-65
| -0.5% | -$5.6K | 3.62% | 8 |
|
|
2014
Q2 | $1.08M | Sell |
13,160
-50
| -0.4% | -$4.09K | 3.4% | 7 |
|
|
2014
Q1 | $1.08M | Sell |
13,210
-575
| -4% | -$47.1K | 3.52% | 7 |
|
|
2013
Q4 | $1.04M | Buy |
13,785
+345
| +3% | +$26K | 3.42% | 8 |
|
|
2013
Q3 | $962K | Sell |
13,440
-25
| -0.2% | -$1.79K | 3.45% | 6 |
|
|
2013
Q2 | $882K | Buy |
+13,465
| New | +$882K | 3.22% | 8 |
|