Shine Investment Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $316K | Sell |
1,012
-29
| -3% | -$9.06K | 0.11% | 97 |
|
|
2020
Q2 | $307K | Sell |
1,041
-46
| -4% | -$13.6K | 0.11% | 93 |
|
|
2020
Q1 | $271K | Sell |
1,087
-157
| -13% | -$39.1K | 0.13% | 91 |
|
|
2019
Q4 | $366K | Sell |
1,244
-22
| -2% | -$6.47K | 0.15% | 86 |
|
|
2019
Q3 | $275K | Sell |
1,266
-222
| -15% | -$48.2K | 0.13% | 89 |
|
|
2019
Q2 | $363K | Sell |
1,488
-223
| -13% | -$54.4K | 0.17% | 79 |
|
|
2019
Q1 | $423K | Sell |
1,711
-105
| -6% | -$26K | 0.2% | 71 |
|
|
2018
Q4 | $452K | Buy |
1,816
+37
| +2% | +$9.21K | 0.22% | 68 |
|
|
2018
Q3 | $473K | Sell |
1,779
-26
| -1% | -$6.91K | 0.25% | 60 |
|
|
2018
Q2 | $443K | Hold |
1,805
| – | – | 0.23% | 61 |
|
|
2018
Q1 | $386K | Buy |
1,805
+37
| +2% | +$7.91K | 0.21% | 67 |
|
|
2017
Q4 | $390K | Sell |
1,768
-24
| -1% | -$5.29K | 0.19% | 65 |
|
|
2017
Q3 | $351K | Sell |
1,792
-99
| -5% | -$19.4K | 0.18% | 69 |
|
|
2017
Q2 | $351K | Buy |
1,891
+388
| +26% | +$72K | 0.18% | 67 |
|
|
2017
Q1 | $247K | Buy |
+1,503
| New | +$247K | 0.16% | 72 |
|