Squar Milner Financial 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 | – | Sell |
-1,859
| Closed | -$548K | – | 181 |
|
|
2020
Q2 | $548K | Sell |
1,859
-8
| -0.4% | -$2.36K | 0.31% | 91 |
|
|
2020
Q1 | $465K | Sell |
1,867
-468
| -20% | -$117K | 0.28% | 71 |
|
|
2019
Q4 | $686K | Sell |
2,335
-1,335
| -36% | -$392K | 0.34% | 60 |
|
|
2019
Q3 | $1.14M | Buy |
3,670
+969
| +36% | +$302K | 0.58% | 44 |
|
|
2019
Q2 | $659K | Buy |
2,701
+628
| +30% | +$153K | 0.44% | 42 |
|
|
2019
Q1 | $512K | Buy |
2,073
+47
| +2% | +$11.6K | 0.38% | 54 |
|
|
2018
Q4 | $505K | Buy |
2,026
+60
| +3% | +$15K | 0.49% | 43 |
|
|
2018
Q3 | $523K | Buy |
1,966
+115
| +6% | +$30.6K | 0.47% | 49 |
|
|
2018
Q2 | $454K | Buy |
1,851
+40
| +2% | +$9.81K | 0.4% | 59 |
|
|
2018
Q1 | $388K | Buy |
1,811
+16
| +0.9% | +$3.43K | 0.49% | 61 |
|
|
2017
Q4 | $444K | Buy |
+1,795
| New | +$444K | 0.54% | 56 |
|