SAM
Shamrock Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $18K | Hold |
85
| – | – | 0.01% | 188 |
|
|
2019
Q2 | $21K | Hold |
85
| – | – | 0.01% | 176 |
|
|
2019
Q1 | $21K | Hold |
85
| – | – | 0.02% | 170 |
|
|
2018
Q4 | $21K | Hold |
85
| – | – | 0.03% | 153 |
|
|
2018
Q3 | $23K | Hold |
85
| – | – | 0.01% | 192 |
|
|
2018
Q2 | $21K | Hold |
85
| – | – | 0.01% | 201 |
|
|
2018
Q1 | $21K | Hold |
85
| – | – | 0.01% | 216 |
|
|
2017
Q4 | $19K | Sell |
85
-10
| -11% | -$2.24K | 0.01% | 207 |
|
|
2017
Q3 | $19K | Hold |
95
| – | – | 0.01% | 196 |
|
|
2017
Q2 | $18K | Hold |
95
| – | – | 0.01% | 211 |
|
|
2017
Q1 | $16K | Buy |
+95
| New | +$16K | 0.01% | 216 |
|