Point View Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $1.81M | Sell |
5,150
-28
| -0.5% | -$9.82K | 0.73% | 41 |
|
2020
Q3 | $1.61M | Sell |
5,178
-75
| -1% | -$23.4K | 0.76% | 34 |
|
2020
Q2 | $1.55M | Sell |
5,253
-66
| -1% | -$19.5K | 0.74% | 35 |
|
2020
Q1 | $1.33M | Sell |
5,319
-133
| -2% | -$33.2K | 0.73% | 39 |
|
2019
Q4 | $1.6M | Sell |
5,452
-65
| -1% | -$19.1K | 0.66% | 43 |
|
2019
Q3 | $1.2M | Sell |
5,517
-742
| -12% | -$161K | 0.54% | 61 |
|
2019
Q2 | $1.53M | Sell |
6,259
-98
| -2% | -$23.9K | 0.65% | 44 |
|
2019
Q1 | $1.57M | Sell |
6,357
-77
| -1% | -$19K | 0.7% | 42 |
|
2018
Q4 | $1.6M | Buy |
6,434
+8
| +0.1% | +$1.99K | 0.81% | 34 |
|
2018
Q3 | $1.71M | Sell |
6,426
-334
| -5% | -$88.9K | 0.76% | 36 |
|
2018
Q2 | $1.66M | Buy |
6,760
+13
| +0.2% | +$3.19K | 0.77% | 38 |
|
2018
Q1 | $1.44M | Buy |
6,747
+102
| +2% | +$21.8K | 0.69% | 42 |
|
2017
Q4 | $1.47M | Sell |
6,645
-365
| -5% | -$80.5K | 0.7% | 41 |
|
2017
Q3 | $1.37M | Buy |
7,010
+10
| +0.1% | +$1.96K | 0.66% | 41 |
|
2017
Q2 | $1.3M | Sell |
7,000
-61
| -0.9% | -$11.3K | 0.64% | 45 |
|
2017
Q1 | $1.16M | Buy |
7,061
+476
| +7% | +$78.1K | 0.6% | 56 |
|
2016
Q4 | $1.05M | Sell |
6,585
-185
| -3% | -$29.6K | 0.61% | 52 |
|
2016
Q3 | $948K | Sell |
6,770
-326
| -5% | -$45.7K | 0.56% | 57 |
|
2016
Q2 | $1M | Buy |
7,096
+63
| +0.9% | +$8.9K | 0.61% | 46 |
|
2016
Q1 | $907K | Sell |
7,033
-152
| -2% | -$19.6K | 0.58% | 52 |
|
2015
Q4 | $845K | Sell |
7,185
-82
| -1% | -$9.64K | 0.61% | 50 |
|
2015
Q3 | $843K | Sell |
7,267
-126
| -2% | -$14.6K | 0.67% | 49 |
|
2015
Q2 | $902K | Sell |
7,393
-104
| -1% | -$12.7K | 0.7% | 46 |
|
2015
Q1 | $887K | Sell |
7,497
-499
| -6% | -$59K | 0.69% | 48 |
|
2014
Q4 | $808K | Sell |
7,996
-161
| -2% | -$16.3K | 0.6% | 49 |
|
2014
Q3 | $704K | Hold |
8,157
| – | – | 0.6% | 53 |
|
2014
Q2 | $667K | Sell |
8,157
-10
| -0.1% | -$818 | 0.58% | 58 |
|
2014
Q1 | $670K | Buy |
8,167
+324
| +4% | +$26.6K | 0.61% | 55 |
|
2013
Q4 | $591K | Buy |
+7,843
| New | +$591K | 0.56% | 60 |
|