Rand Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.72M | Sell |
6,474
-4,353
| -40% | -$1.16M | 0.19% | 118 |
|
|
2018
Q2 | $2.66M | Sell |
10,827
-341
| -3% | -$83.7K | 0.3% | 94 |
|
|
2018
Q1 | $2.39M | Buy |
11,168
+176
| +2% | +$37.7K | 0.27% | 96 |
|
|
2017
Q4 | $2.42M | Sell |
10,992
-50
| -0.5% | -$11K | 0.27% | 96 |
|
|
2017
Q3 | $2.16M | Hold |
11,042
| – | – | 0.25% | 99 |
|
|
2017
Q2 | $2.05M | Buy |
11,042
+799
| +8% | +$148K | 0.28% | 98 |
|
|
2017
Q1 | $1.68M | Sell |
10,243
-407
| -4% | -$66.8K | 0.2% | 116 |
|
|
2016
Q4 | $1.7M | Hold |
10,650
| – | – | 0.22% | 110 |
|
|
2016
Q3 | $1.49M | Hold |
10,650
| – | – | 0.19% | 119 |
|
|
2016
Q2 | $1.5M | Sell |
10,650
-2,320
| -18% | -$328K | 0.2% | 115 |
|
|
2016
Q1 | $1.67M | Sell |
12,970
-507
| -4% | -$65.4K | 0.23% | 110 |
|
|
2015
Q4 | $1.59M | Sell |
13,477
-872
| -6% | -$103K | 0.22% | 111 |
|
|
2015
Q3 | $1.67M | Sell |
14,349
-727
| -5% | -$84.4K | 0.24% | 109 |
|
|
2015
Q2 | $1.84M | Sell |
15,076
-399
| -3% | -$48.7K | 0.25% | 99 |
|
|
2015
Q1 | $1.83M | Sell |
15,475
-100
| -0.6% | -$11.8K | 0.25% | 101 |
|
|
2014
Q4 | $1.74M | Sell |
15,575
-150
| -1% | -$16.7K | 0.24% | 101 |
|
|
2014
Q3 | $1.36M | Buy |
15,725
+1,201
| +8% | +$104K | 0.2% | 103 |
|
|
2014
Q2 | $1.19M | Sell |
14,524
-1,899
| -12% | -$155K | 0.17% | 107 |
|
|
2014
Q1 | $1.35M | Buy |
16,423
+128
| +0.8% | +$10.5K | 0.23% | 98 |
|
|
2013
Q4 | $1.23M | Buy |
16,295
+125
| +0.8% | +$9.41K | 0.22% | 100 |
|
|
2013
Q3 | $1.16M | Sell |
16,170
-50
| -0.3% | -$3.58K | 0.23% | 99 |
|
|
2013
Q2 | $1.06M | Buy |
+16,220
| New | +$1.06M | 0.23% | 99 |
|