Patriot Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $14.1M | Sell |
56,601
-1,258
| -2% | -$313K | 2.06% | 9 |
|
|
2018
Q3 | $15.4M | Buy |
57,859
+1,252
| +2% | +$333K | 1.94% | 9 |
|
|
2018
Q2 | $13.9M | Buy |
56,607
+1,208
| +2% | +$296K | 1.91% | 11 |
|
|
2018
Q1 | $11.9M | Buy |
55,399
+2,065
| +4% | +$442K | 1.69% | 13 |
|
|
2017
Q4 | $11.8M | Sell |
53,334
-94
| -0.2% | -$20.7K | 1.67% | 15 |
|
|
2017
Q3 | $10.5M | Buy |
53,428
+82
| +0.2% | +$16.1K | 1.7% | 13 |
|
|
2017
Q2 | $9.89M | Buy |
53,346
+1,881
| +4% | +$349K | 1.66% | 10 |
|
|
2017
Q1 | $8.44M | Sell |
51,465
-30,133
| -37% | -$4.94M | 1.35% | 19 |
|
|
2016
Q4 | $13.1M | Sell |
81,598
-869
| -1% | -$139K | 2.47% | 7 |
|
|
2016
Q3 | $11.5M | Sell |
82,467
-1,840
| -2% | -$258K | 2.23% | 8 |
|
|
2016
Q2 | $11.9M | Buy |
84,307
+1,516
| +2% | +$214K | 2.35% | 8 |
|
|
2016
Q1 | $10.7M | Sell |
82,791
-12,479
| -13% | -$1.61M | 2.16% | 10 |
|
|
2015
Q4 | $11.2M | Buy |
95,270
+150
| +0.2% | +$17.6K | 2.32% | 10 |
|
|
2015
Q3 | $11M | Buy |
95,120
+3,045
| +3% | +$353K | 2.55% | 8 |
|
|
2015
Q2 | $11.2M | Buy |
92,075
+983
| +1% | +$120K | 2.5% | 7 |
|
|
2015
Q1 | $10.8M | Buy |
91,092
+3,335
| +4% | +$394K | 2.4% | 9 |
|
|
2014
Q4 | $8.87M | Buy |
87,757
+1,678
| +2% | +$170K | 2.07% | 11 |
|
|
2014
Q3 | $7.42M | Buy |
86,079
+2,311
| +3% | +$199K | 1.83% | 14 |
|
|
2014
Q2 | $6.85M | Buy |
83,768
+328
| +0.4% | +$26.8K | 1.73% | 15 |
|
|
2014
Q1 | $6.84M | Buy |
83,440
+2,067
| +3% | +$169K | 1.83% | 16 |
|
|
2013
Q4 | $6.13M | Sell |
81,373
-1,409
| -2% | -$106K | 1.69% | 19 |
|
|
2013
Q3 | $5.93M | Buy |
+82,782
| New | +$5.93M | 1.76% | 17 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 20 |
|