Partnervest Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $438K | Sell |
1,406
-42
| -3% | -$13.1K | 0.14% | 125 |
|
|
2020
Q2 | $427K | Buy |
1,448
+155
| +12% | +$45.7K | 0.16% | 108 |
|
|
2020
Q1 | $322K | Buy |
1,293
+289
| +29% | +$72K | 0.14% | 121 |
|
|
2019
Q4 | $295K | Sell |
1,004
-614
| -38% | -$180K | 0.11% | 151 |
|
|
2019
Q3 | $351K | Buy |
1,618
+159
| +11% | +$34.5K | 0.13% | 147 |
|
|
2019
Q2 | $356K | Buy |
1,459
+332
| +29% | +$81K | 0.14% | 123 |
|
|
2019
Q1 | $279K | Sell |
1,127
-210
| -16% | -$52K | 0.12% | 160 |
|
|
2018
Q4 | $333K | Sell |
1,337
-204
| -13% | -$50.8K | 0.16% | 128 |
|
|
2018
Q3 | $410K | Buy |
1,541
+295
| +24% | +$78.5K | 0.16% | 132 |
|
|
2018
Q2 | $306K | Buy |
+1,246
| New | +$306K | 0.14% | 144 |
|
|
2014
Q3 | – | Sell |
-173
| Closed | -$14K | – | 744 |
|
|
2014
Q2 | $14K | Hold |
173
| – | – | 0.01% | 621 |
|
|
2014
Q1 | $14K | Hold |
173
| – | – | 0.01% | 588 |
|
|
2013
Q4 | $13K | Buy |
173
+1
| +0.6% | +$75 | 0.01% | 585 |
|
|
2013
Q3 | $12K | Buy |
172
+70
| +69% | +$4.88K | 0.01% | 618 |
|
|
2013
Q2 | $7K | Buy |
+102
| New | +$7K | ﹤0.01% | 673 |
|