Reilly Herbert Faulkner III’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $352K | Buy |
945
+50
| +6% | +$18.6K | 0.11% | 44 |
|
|
2020
Q4 | $314K | Hold |
895
| – | – | 0.1% | 47 |
|
|
2020
Q3 | $279K | Hold |
895
| – | – | 0.1% | 46 |
|
|
2020
Q2 | $264K | Sell |
895
-25
| -3% | -$7.37K | 0.11% | 44 |
|
|
2020
Q1 | $229K | Sell |
920
-1,050
| -53% | -$261K | 0.11% | 44 |
|
|
2019
Q4 | $579K | Hold |
1,970
| – | – | 0.23% | 41 |
|
|
2019
Q3 | $428K | Sell |
1,970
-180
| -8% | -$39.1K | 0.18% | 43 |
|
|
2019
Q2 | $525K | Hold |
2,150
| – | – | 0.23% | 43 |
|
|
2019
Q1 | $532K | Sell |
2,150
-438
| -17% | -$108K | 0.24% | 42 |
|
|
2018
Q4 | $645K | Sell |
2,588
-50
| -2% | -$12.5K | 0.35% | 39 |
|
|
2018
Q3 | $702K | Hold |
2,638
| – | – | 0.34% | 40 |
|
|
2018
Q2 | $647K | Sell |
2,638
-975
| -27% | -$239K | 0.35% | 39 |
|
|
2018
Q1 | $773K | Buy |
+3,613
| New | +$773K | 0.44% | 38 |
|