Northern Capital Management (Wisconsin)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.33M | Hold |
5,335
| – | – | 0.36% | 97 |
|
|
2018
Q3 | $1.42M | Sell |
5,335
-125
| -2% | -$33.2K | 0.33% | 105 |
|
|
2018
Q2 | $1.34M | Sell |
5,460
-335
| -6% | -$82.2K | 0.33% | 106 |
|
|
2018
Q1 | $1.24M | Buy |
+5,795
| New | +$1.24M | 0.32% | 106 |
|
|
2016
Q3 | – | Sell |
-5,875
| Closed | -$830K | – | 144 |
|
|
2016
Q2 | $830K | Sell |
5,875
-1,575
| -21% | -$223K | 0.37% | 85 |
|
|
2016
Q1 | $960K | Buy |
7,450
+75
| +1% | +$9.66K | 0.43% | 84 |
|
|
2015
Q4 | $868K | Buy |
7,375
+150
| +2% | +$17.7K | 0.38% | 93 |
|
|
2015
Q3 | $838K | Sell |
7,225
-150
| -2% | -$17.4K | 0.36% | 94 |
|
|
2015
Q2 | $900K | Sell |
7,375
-575
| -7% | -$70.2K | 0.42% | 79 |
|
|
2015
Q1 | $940K | Sell |
7,950
-600
| -7% | -$70.9K | 0.45% | 79 |
|
|
2014
Q4 | $864K | Hold |
8,550
| – | – | 0.43% | 86 |
|
|
2014
Q3 | $737K | Hold |
8,550
| – | – | 0.37% | 88 |
|
|
2014
Q2 | $699K | Hold |
8,550
| – | – | 0.35% | 89 |
|
|
2014
Q1 | $701K | Buy |
8,550
+300
| +4% | +$24.6K | 0.35% | 87 |
|
|
2013
Q4 | $621K | Buy |
+8,250
| New | +$621K | 0.32% | 89 |
|