NewFocus Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $10.6M | Sell |
30,210
-429
| -1% | -$150K | 3.12% | 6 |
|
|
2020
Q3 | $9.55M | Sell |
30,639
-870
| -3% | -$271K | 3.18% | 6 |
|
|
2020
Q2 | $9.29M | Sell |
31,509
-561
| -2% | -$165K | 3.33% | 6 |
|
|
2020
Q1 | $8M | Sell |
32,070
-1,517
| -5% | -$378K | 3.69% | 5 |
|
|
2019
Q4 | $9.87M | Sell |
33,587
-16
| -0% | -$4.7K | 3.85% | 5 |
|
|
2019
Q3 | $7.3M | Sell |
33,603
-247
| -0.7% | -$53.7K | 3.2% | 8 |
|
|
2019
Q2 | $8.26M | Buy |
33,850
+2,073
| +7% | +$506K | 3.82% | 6 |
|
|
2019
Q1 | $7.86M | Sell |
31,777
-680
| -2% | -$168K | 3.92% | 6 |
|
|
2018
Q4 | $8.09M | Sell |
32,457
-624
| -2% | -$155K | 4.77% | 3 |
|
|
2018
Q3 | $8.8M | Buy |
33,081
+16
| +0% | +$4.26K | 4.76% | 4 |
|
|
2018
Q2 | $8.11M | Sell |
33,065
-484
| -1% | -$119K | 4.89% | 4 |
|
|
2018
Q1 | $7.18M | Sell |
33,549
-1,587
| -5% | -$340K | 4.51% | 4 |
|
|
2017
Q4 | $7.75M | Buy |
35,136
+95
| +0.3% | +$20.9K | 4.72% | 2 |
|
|
2017
Q3 | $6.86M | Sell |
35,041
-1,467
| -4% | -$287K | 4.46% | 3 |
|
|
2017
Q2 | $6.77M | Sell |
36,508
-1,535
| -4% | -$285K | 3.82% | 4 |
|
|
2017
Q1 | $6.24M | Sell |
38,043
-448
| -1% | -$73.5K | 3.85% | 6 |
|
|
2016
Q4 | $6.16M | Sell |
38,491
-746
| -2% | -$119K | 4.15% | 5 |
|
|
2016
Q3 | $5.49M | Sell |
39,237
-113
| -0.3% | -$15.8K | 3.98% | 7 |
|
|
2016
Q2 | $5.56M | Buy |
39,350
+24,857
| +172% | +$3.51M | 4.11% | 6 |
|
|
2016
Q1 | $1.19M | Sell |
14,493
-10,178
| -41% | -$837K | 0.87% | 35 |
|
|
2015
Q4 | $1.79M | Sell |
24,671
-76
| -0.3% | -$5.52K | 1.25% | 31 |
|
|
2015
Q3 | $1.95M | Sell |
24,747
-15,061
| -38% | -$1.18M | 1.5% | 30 |
|
|
2015
Q2 | $4.86M | Sell |
39,808
-564
| -1% | -$68.8K | 3.13% | 8 |
|
|
2015
Q1 | $4.78M | Sell |
40,372
-1,107
| -3% | -$131K | 2.98% | 9 |
|
|
2014
Q4 | $4.19M | Sell |
41,479
-307
| -0.7% | -$31K | 2.89% | 9 |
|
|
2014
Q3 | $3.59M | Sell |
41,786
-3,400
| -8% | -$292K | 2.89% | 10 |
|
|
2014
Q2 | $3.69M | Sell |
45,186
-3,050
| -6% | -$249K | 2.92% | 10 |
|
|
2014
Q1 | $3.96M | Sell |
48,236
-176
| -0.4% | -$14.4K | 3.27% | 8 |
|
|
2013
Q4 | $3.65M | Buy |
+48,412
| New | +$3.65M | 3.07% | 12 |
|