Security National Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $489K | Hold |
1,221
| – | – | 0.11% | 110 |
|
|
2021
Q2 | $489K | Buy |
1,221
+11
| +0.9% | +$4.41K | 0.11% | 114 |
|
|
2021
Q1 | $450K | Buy |
1,210
+50
| +4% | +$18.6K | 0.11% | 115 |
|
|
2020
Q4 | $407K | Buy |
1,160
+73
| +7% | +$25.6K | 0.1% | 116 |
|
|
2020
Q3 | $338K | Hold |
1,087
| – | – | 0.1% | 121 |
|
|
2020
Q2 | $321K | Sell |
1,087
-124
| -10% | -$36.6K | 0.1% | 121 |
|
|
2020
Q1 | $302K | Buy |
1,211
+218
| +22% | +$54.4K | 0.11% | 114 |
|
|
2019
Q4 | $292K | Hold |
993
| – | – | 0.09% | 128 |
|
|
2019
Q3 | $216K | Sell |
993
-21
| -2% | -$4.57K | 0.07% | 146 |
|
|
2019
Q2 | $248K | Hold |
1,014
| – | – | 0.08% | 138 |
|
|
2019
Q1 | $251K | Sell |
1,014
-41
| -4% | -$10.1K | 0.08% | 136 |
|
|
2018
Q4 | $263K | Hold |
1,055
| – | – | 0.1% | 126 |
|
|
2018
Q3 | $281K | Hold |
1,055
| – | – | 0.09% | 137 |
|
|
2018
Q2 | $259K | Sell |
1,055
-20
| -2% | -$4.91K | 0.09% | 143 |
|
|
2018
Q1 | $230K | Sell |
1,075
-43
| -4% | -$9.2K | 0.08% | 148 |
|
|
2017
Q4 | $246K | Hold |
1,118
| – | – | 0.08% | 150 |
|
|
2017
Q3 | $219K | Sell |
1,118
-6
| -0.5% | -$1.18K | 0.07% | 162 |
|
|
2017
Q2 | $208K | Hold |
1,124
| – | – | 0.07% | 168 |
|
|
2017
Q1 | $185K | Sell |
1,124
-132
| -11% | -$21.7K | 0.06% | 174 |
|
|
2016
Q4 | $201K | Hold |
1,256
| – | – | 0.07% | 168 |
|
|
2016
Q3 | $176K | Sell |
1,256
-200
| -14% | -$28K | 0.06% | 177 |
|
|
2016
Q2 | $206K | Hold |
1,456
| – | – | 0.08% | 166 |
|
|
2016
Q1 | $188K | Sell |
1,456
-63
| -4% | -$8.14K | 0.07% | 171 |
|
|
2015
Q4 | $179K | Hold |
1,519
| – | – | 0.07% | 172 |
|
|
2015
Q3 | $176K | Hold |
1,519
| – | – | 0.07% | 177 |
|
|
2015
Q2 | $186K | Buy |
1,519
+112
| +8% | +$13.7K | 0.07% | 185 |
|
|
2015
Q1 | $166K | Buy |
1,407
+532
| +61% | +$62.8K | 0.06% | 193 |
|
|
2014
Q4 | $89K | Buy |
875
+571
| +188% | +$58.1K | 0.03% | 236 |
|
|
2014
Q3 | $26K | Sell |
304
-300
| -50% | -$25.7K | 0.01% | 322 |
|
|
2014
Q2 | $50K | Hold |
604
| – | – | 0.02% | 277 |
|
|
2014
Q1 | $50K | Hold |
604
| – | – | 0.02% | 279 |
|
|
2013
Q4 | $46K | Buy |
604
+500
| +481% | +$38.1K | 0.02% | 281 |
|
|
2013
Q3 | $7K | Buy |
+104
| New | +$7K | ﹤0.01% | 425 |
|