Smith & Howard Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,170
| Closed | -$217K | – | 61 |
|
|
2017
Q2 | $217K | Buy |
+1,170
| New | +$217K | 0.1% | 55 |
|
|
2016
Q2 | – | Sell |
-2,274
| Closed | -$293K | – | 58 |
|
|
2016
Q1 | $293K | Buy |
2,274
+119
| +6% | +$15.3K | 0.12% | 48 |
|
|
2015
Q4 | $254K | Hold |
2,155
| – | – | 0.12% | 50 |
|
|
2015
Q3 | $250K | Sell |
2,155
-1,675
| -44% | -$194K | 0.12% | 40 |
|
|
2015
Q2 | $467K | Hold |
3,830
| – | – | 0.2% | 27 |
|
|
2015
Q1 | $453K | Buy |
3,830
+1,750
| +84% | +$207K | 0.2% | 28 |
|
|
2014
Q4 | $210K | Buy |
+2,080
| New | +$210K | 0.1% | 48 |
|
|
2014
Q1 | – | Sell |
-2,080
| Closed | -$157K | – | 206 |
|
|
2013
Q4 | $157K | Buy |
2,080
+750
| +56% | +$56.6K | 0.09% | 48 |
|
|
2013
Q3 | $95K | Buy |
+1,330
| New | +$95K | 0.06% | 79 |
|