Princeton Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-132
| Closed | -$29K | – | 217 |
|
|
2019
Q3 | $29K | Hold |
132
| – | – | 0.01% | 177 |
|
|
2019
Q2 | $32K | Hold |
132
| – | – | 0.02% | 180 |
|
|
2019
Q1 | $33K | Hold |
132
| – | – | 0.02% | 173 |
|
|
2018
Q4 | $33K | Hold |
132
| – | – | 0.02% | 167 |
|
|
2018
Q3 | $35K | Hold |
132
| – | – | 0.01% | 184 |
|
|
2018
Q2 | $32K | Hold |
132
| – | – | 0.01% | 202 |
|
|
2018
Q1 | $28K | Buy |
+132
| New | +$28K | 0.01% | 200 |
|
|
2016
Q4 | $985K | Sell |
6,152
-1,839
| -23% | -$294K | 1.42% | 25 |
|
|
2016
Q3 | $1.12M | Sell |
7,991
-1,398
| -15% | -$196K | 1.38% | 42 |
|
|
2016
Q2 | $1.33M | Sell |
9,389
-1,418
| -13% | -$200K | 1.52% | 33 |
|
|
2016
Q1 | $1.39M | Sell |
10,807
-623
| -5% | -$80.3K | 1.57% | 28 |
|
|
2015
Q4 | $1.35M | Sell |
11,430
-402
| -3% | -$47.3K | 1.51% | 32 |
|
|
2015
Q3 | $1.37M | Sell |
11,832
-2,080
| -15% | -$241K | 1.56% | 19 |
|
|
2015
Q2 | $1.7M | Sell |
13,912
-838
| -6% | -$102K | 1.72% | 6 |
|
|
2015
Q1 | $1.75M | Sell |
14,750
-2,109
| -13% | -$250K | 1.7% | 12 |
|
|
2014
Q4 | $1.7M | Sell |
16,859
-2,459
| -13% | -$249K | 1.69% | 14 |
|
|
2014
Q3 | $1.67M | Buy |
+19,318
| New | +$1.67M | 1.52% | 27 |
|