Stearns Financial Services Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $271K | Sell |
869
-12
| -1% | -$3.69K | 0.04% | 125 |
|
|
2020
Q2 | $260K | Sell |
881
-373
| -30% | -$107K | 0.04% | 115 |
|
|
2020
Q1 | $313K | Buy |
1,254
+327
| +35% | +$90K | 0.06% | 105 |
|
|
2019
Q4 | $273K | Sell |
927
-15
| -2% | -$3.92K | 0.05% | 113 |
|
|
2019
Q3 | $205K | Buy |
942
+3
| +0.3% | +$724 | 0.04% | 128 |
|
|
2019
Q2 | $229K | Buy |
939
+3
| +0.3% | +$722 | 0.04% | 119 |
|
|
2019
Q1 | $232K | Sell |
936
-455
| -33% | -$116K | 0.04% | 120 |
|
|
2018
Q4 | $347K | Sell |
1,391
-234
| -14% | -$61.8K | 0.07% | 99 |
|
|
2018
Q3 | $432K | Buy |
1,625
+49
| +3% | +$12.7K | 0.1% | 91 |
|
|
2018
Q2 | $387K | Buy |
1,576
+154
| +11% | +$37K | 0.1% | 89 |
|
|
2018
Q1 | $304K | Sell |
1,422
-371
| -21% | -$84.7K | 0.07% | 101 |
|
|
2017
Q4 | $395K | Sell |
1,793
-943
| -34% | -$200K | 0.09% | 93 |
|
|
2017
Q3 | $536K | Sell |
2,736
-1,985
| -42% | -$383K | 0.13% | 82 |
|
|
2017
Q2 | $875K | Sell |
4,721
-237
| -5% | -$41.6K | 0.21% | 63 |
|
|
2017
Q1 | $813K | Sell |
4,958
-42
| -0.8% | -$6.88K | 0.2% | 70 |
|
|
2016
Q4 | $800K | Sell |
5,000
-86
| -2% | -$12.8K | 0.21% | 67 |
|
|
2016
Q3 | $712K | Buy |
5,086
+966
| +23% | +$135K | 0.19% | 70 |
|
|
2016
Q2 | $582K | Buy |
4,120
+50
| +1% | +$6.67K | 0.17% | 77 |
|
|
2016
Q1 | $525K | Sell |
4,070
-85
| -2% | -$10.1K | 0.16% | 80 |
|
|
2015
Q4 | $489K | Buy |
4,155
+11
| +0.3% | +$1.29K | 0.15% | 83 |
|
|
2015
Q3 | $481K | Buy |
4,144
+9
| +0.2% | +$1.08K | 0.16% | 77 |
|
|
2015
Q2 | $504K | Buy |
4,135
+10
| +0.2% | +$1.18K | 0.15% | 79 |
|
|
2015
Q1 | $488K | Sell |
4,125
-373
| -8% | -$41.4K | 0.15% | 79 |
|
|
2014
Q4 | $455K | Buy |
4,498
+29
| +0.6% | +$2.75K | 0.15% | 81 |
|
|
2014
Q3 | $385K | Buy |
4,469
+211
| +5% | +$17.8K | 0.14% | 82 |
|
|
2014
Q2 | $348K | Sell |
4,258
-1,494
| -26% | -$118K | 0.13% | 86 |
|
|
2014
Q1 | $472K | Buy |
5,752
+273
| +5% | +$20.5K | 0.18% | 78 |
|
|
2013
Q4 | $413K | Buy |
5,479
+271
| +5% | +$19.5K | 0.16% | 81 |
|
|
2013
Q3 | $373K | Buy |
5,208
+16
| +0.3% | +$1.15K | 0.16% | 80 |
|
|
2013
Q2 | $340K | Buy |
+5,192
| New | +$323K | 0.15% | 82 |
|
Other funds holding UNH
