Northstar Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $239K | Sell |
768
-934
| -55% | -$291K | 0.11% | 131 |
|
|
2020
Q2 | $502K | Buy |
1,702
+20
| +1% | +$5.9K | 0.21% | 104 |
|
|
2020
Q1 | $419K | Buy |
1,682
+130
| +8% | +$32.4K | 0.21% | 101 |
|
|
2019
Q4 | $456K | Buy |
1,552
+137
| +10% | +$40.3K | 0.19% | 118 |
|
|
2019
Q3 | $308K | Sell |
1,415
-6
| -0.4% | -$1.31K | 0.14% | 144 |
|
|
2019
Q2 | $347K | Buy |
1,421
+175
| +14% | +$42.7K | 0.15% | 133 |
|
|
2019
Q1 | $308K | Sell |
1,246
-101
| -7% | -$25K | 0.14% | 141 |
|
|
2018
Q4 | $336K | Sell |
1,347
-337
| -20% | -$84.1K | 0.18% | 127 |
|
|
2018
Q3 | $448K | Buy |
1,684
+6
| +0.4% | +$1.6K | 0.21% | 111 |
|
|
2018
Q2 | $411K | Hold |
1,678
| – | – | 0.21% | 123 |
|
|
2018
Q1 | $359K | Buy |
1,678
+100
| +6% | +$21.4K | 0.18% | 133 |
|
|
2017
Q4 | $355K | Buy |
1,578
+100
| +7% | +$22.5K | 0.32% | 90 |
|
|
2017
Q3 | $290K | Sell |
1,478
-187
| -11% | -$36.7K | 0.28% | 94 |
|
|
2017
Q2 | $311K | Buy |
1,665
+228
| +16% | +$42.6K | 0.28% | 101 |
|
|
2017
Q1 | $238K | Buy |
+1,437
| New | +$238K | 0.22% | 114 |
|