Ronald Blue & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $801K | Sell |
4,318
-107
| -2% | -$19.8K | 0.03% | 87 |
|
|
2017
Q1 | $726K | Buy |
4,425
+351
| +9% | +$57.6K | 0.03% | 93 |
|
|
2016
Q4 | $652K | Buy |
4,074
+121
| +3% | +$19.4K | 0.03% | 98 |
|
|
2016
Q3 | $553K | Sell |
3,953
-192
| -5% | -$26.9K | 0.02% | 103 |
|
|
2016
Q2 | $586K | Buy |
4,145
+41
| +1% | +$5.8K | 0.03% | 100 |
|
|
2016
Q1 | $529K | Buy |
4,104
+971
| +31% | +$125K | 0.03% | 91 |
|
|
2015
Q4 | $369K | Sell |
3,133
-5,645
| -64% | -$665K | 0.02% | 112 |
|
|
2015
Q3 | $1.02M | Sell |
8,778
-826
| -9% | -$95.9K | 0.05% | 76 |
|
|
2015
Q2 | $1.17M | Buy |
9,604
+2,188
| +30% | +$267K | 0.06% | 68 |
|
|
2015
Q1 | $877K | Buy |
7,416
+201
| +3% | +$23.8K | 0.04% | 103 |
|
|
2014
Q4 | $729K | Buy |
7,215
+1,480
| +26% | +$150K | 0.04% | 121 |
|
|
2014
Q3 | $494K | Sell |
5,735
-361
| -6% | -$31.1K | 0.03% | 156 |
|
|
2014
Q2 | $498K | Buy |
6,096
+1,644
| +37% | +$134K | 0.03% | 166 |
|
|
2014
Q1 | $365K | Buy |
4,452
+1,673
| +60% | +$137K | 0.03% | 184 |
|
|
2013
Q4 | $209K | Sell |
2,779
-1,645
| -37% | -$124K | 0.02% | 279 |
|
|
2013
Q3 | $317K | Buy |
4,424
+3,438
| +349% | +$246K | 0.03% | 188 |
|
|
2013
Q2 | $65K | Buy |
+986
| New | +$65K | 0.01% | 177 |
|