Ruggie Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-59
| Closed | -$15K | – | 448 |
|
2018
Q4 | $15K | Buy |
+59
| New | +$15K | 0.01% | 279 |
|
2018
Q3 | – | Sell |
-380
| Closed | -$93K | – | 311 |
|
2018
Q2 | $93K | Hold |
380
| – | – | 0.05% | 148 |
|
2018
Q1 | $81K | Hold |
380
| – | – | 0.04% | 119 |
|
2017
Q4 | $84K | Hold |
380
| – | – | 0.05% | 111 |
|
2017
Q3 | $74K | Hold |
380
| – | – | 0.05% | 106 |
|
2017
Q2 | $70K | Hold |
380
| – | – | 0.05% | 115 |
|
2017
Q1 | $62K | Buy |
+380
| New | +$62K | 0.05% | 108 |
|
2015
Q3 | – | Sell |
-37
| Closed | -$4K | – | 319 |
|
2015
Q2 | $4K | Buy |
+37
| New | +$4K | ﹤0.01% | 235 |
|