Newport Wealth Strategies’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,255
| Closed | -$364K | – | 105 |
|
|
2019
Q4 | $364K | Buy |
1,255
+210
| +20% | +$60.9K | 0.26% | 72 |
|
|
2019
Q3 | $227K | Sell |
1,045
-510
| -33% | -$111K | 0.21% | 73 |
|
|
2019
Q2 | $415K | Sell |
1,555
-550
| -26% | -$147K | 0.38% | 52 |
|
|
2019
Q1 | $517K | Buy |
+2,105
| New | +$517K | 0.52% | 45 |
|
|
2018
Q3 | – | Sell |
-1,160
| Closed | -$285K | – | 85 |
|
|
2018
Q2 | $285K | Buy |
+1,160
| New | +$285K | 0.33% | 61 |
|
|
2018
Q1 | – | Sell |
-904
| Closed | -$214K | – | 106 |
|
|
2017
Q4 | $214K | Buy |
+904
| New | +$214K | 0.15% | 101 |
|