Rainier Group Investment Advisory’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $719K | Buy |
2,307
+331
| +17% | +$103K | 0.29% | 20 |
|
|
2020
Q2 | $583K | Buy |
+1,976
| New | +$583K | 0.25% | 21 |
|
|
2020
Q1 | – | Sell |
-1,754
| Closed | -$516K | – | 44 |
|
|
2019
Q4 | $516K | Sell |
1,754
-76
| -4% | -$22.4K | 0.21% | 21 |
|
|
2019
Q3 | $398K | Buy |
1,830
+80
| +5% | +$17.4K | 0.18% | 27 |
|
|
2019
Q2 | $427K | Buy |
1,750
+139
| +9% | +$33.9K | 0.19% | 25 |
|
|
2019
Q1 | $398K | Buy |
1,611
+93
| +6% | +$23K | 0.18% | 26 |
|
|
2018
Q4 | $378K | Buy |
1,518
+144
| +10% | +$35.9K | 0.18% | 23 |
|
|
2018
Q3 | $366K | Buy |
1,374
+28
| +2% | +$7.46K | 0.14% | 26 |
|
|
2018
Q2 | $330K | Hold |
1,346
| – | – | 0.14% | 27 |
|
|
2018
Q1 | $288K | Hold |
1,346
| – | – | 0.13% | 41 |
|
|
2017
Q4 | $297K | Hold |
1,346
| – | – | 0.15% | 34 |
|
|
2017
Q3 | $264K | Hold |
1,346
| – | – | 0.14% | 34 |
|
|
2017
Q2 | $250K | Hold |
1,346
| – | – | 0.14% | 36 |
|
|
2017
Q1 | $221K | Hold |
1,346
| – | – | 0.1% | 42 |
|
|
2016
Q4 | $215K | Buy |
+1,346
| New | +$215K | 0.1% | 44 |
|