Parasol Investment Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-180
| Closed | -$22K | – | 230 |
|
|
2015
Q2 | $22K | Sell |
180
-138
| -43% | -$16.9K | 0.01% | 150 |
|
|
2015
Q1 | $38K | Sell |
318
-100
| -24% | -$12K | 0.02% | 124 |
|
|
2014
Q4 | $42K | Hold |
418
| – | – | 0.03% | 128 |
|
|
2014
Q3 | $36K | Buy |
418
+138
| +49% | +$11.9K | 0.03% | 129 |
|
|
2014
Q2 | $23K | Hold |
280
| – | – | 0.02% | 155 |
|
|
2014
Q1 | $23K | Hold |
280
| – | – | 0.02% | 134 |
|
|
2013
Q4 | $21K | Buy |
+280
| New | +$21K | 0.01% | 143 |
|