Security National Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $489K | Hold |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $450K | Buy |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $338K | Hold |
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|
2020
Q2 | $321K | Sell |
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|
2020
Q1 | $302K | Buy |
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|
2019
Q4 | $292K | Hold |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $248K | Hold |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $263K | Hold |
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|
2018
Q3 | $281K | Hold |
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|
2018
Q2 | $259K | Sell |
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|
2018
Q1 | $230K | Sell |
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|
2017
Q4 | $246K | Hold |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $208K | Hold |
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|
2017
Q1 | $185K | Sell |
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|
2016
Q4 | $201K | Hold |
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|
2016
Q3 | $176K | Sell |
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|
2016
Q2 | $206K | Hold |
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|
2016
Q1 | $188K | Sell |
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|
2015
Q4 | $179K | Hold |
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|
2015
Q3 | $176K | Hold |
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|
2015
Q2 | $186K | Buy |
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|
2015
Q1 | $166K | Buy |
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|
2014
Q4 | $89K | Buy |
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|
2014
Q3 | $26K | Sell |
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|
2014
Q2 | $50K | Hold |
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|
2014
Q1 | $50K | Hold |
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|
2013
Q4 | $46K | Buy |
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|
2013
Q3 | $7K | Buy |
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