Reilly Financial Advisors’s UnitedHealth UNH Stock Holding History

Reilly Financial Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$4.04M	Sell	8,044 -589	-7%	-$296K	0.3%	65
2021 Q3	$3.37M	Sell	8,633 -283	-3%	-$111K	0.29%	63
2021 Q2	$3.57M	Sell	8,916 -24	-0.3%	-$9.61K	0.29%	65
2021 Q1	$3.33M	Sell	8,940 -139	-2%	-$51.7K	0.29%	65
2020 Q4	$3.18M	Buy	9,079 +50	+0.6%	+$17.5K	0.3%	65
2020 Q3	$2.82M	Sell	9,029 -1,781	-16%	-$555K	0.3%	65
2020 Q2	$3.19M	Buy	10,810 +119	+1%	+$35.1K	0.38%	60
2020 Q1	$2.67M	Buy	10,691 +3	+0%	+$748	0.39%	58
2019 Q4	$3.14M	Buy	10,688 +118	+1%	+$34.7K	0.36%	60
2019 Q3	$2.3M	Sell	10,570 -235	-2%	-$51.1K	0.28%	66
2019 Q2	$2.64M	Buy	10,805 +450	+4%	+$110K	0.33%	63
2019 Q1	$2.56M	Sell	10,355 -216	-2%	-$53.4K	0.33%	65
2018 Q4	$2.63M	Buy	10,571 +579	+6%	+$144K	0.38%	58
2018 Q3	$2.66M	Sell	9,992 -416	-4%	-$111K	0.35%	54
2018 Q2	$2.55M	Sell	10,408 -820	-7%	-$201K	0.36%	54
2018 Q1	$2.4M	Buy	11,228 +541	+5%	+$116K	0.34%	57
2017 Q4	$2.36M	Sell	10,687 -71	-0.7%	-$15.7K	0.33%	57
2017 Q3	$2.11M	Buy	10,758 +131	+1%	+$25.7K	0.32%	54
2017 Q2	$1.97M	Buy	10,627 +410	+4%	+$76K	0.3%	56
2017 Q1	$1.68M	Buy	10,217 +937	+10%	+$154K	0.27%	57
2016 Q4	$1.49M	Sell	9,280 -1,694	-15%	-$271K	0.26%	59
2016 Q3	$1.54M	Buy	10,974 +760	+7%	+$106K	0.27%	56
2016 Q2	$1.44M	Buy	+10,214	New	+$1.44M	0.26%	56
2016 Q1	–	Hold	0	–	–	–	1089
2015 Q4	–	Sell	-11,704	Closed	-$1.36M	–	1114
2015 Q3	$1.36M	Buy	11,704 +805	+7%	+$93.4K	0.25%	65
2015 Q2	$1.33M	Buy	10,899 +297	+3%	+$36.2K	0.23%	62
2015 Q1	$1.25M	Buy	+10,602	New	+$1.25M	0.22%	65
2014 Q4	–	Sell	-5,953	Closed	-$513K	–	869
2014 Q3	$513K	Buy	5,953 +1,975	+50%	+$170K	0.12%	66
2014 Q2	$326K	Buy	3,978 +910	+30%	+$74.6K	0.08%	88
2014 Q1	$252K	Buy	3,068 +1,330	+77%	+$109K	0.06%	105
2013 Q4	$131K	Buy	1,738 +1,600	+1,159%	+$121K	0.03%	139
2013 Q3	$10K	Hold	138	–	–	﹤0.01%	475
2013 Q2	$9K	Buy	+138	New	+$9K	﹤0.01%	506