Stifel Trust’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $7.15M | Sell |
82,879
-3,325
| -4% | -$287K | 1.37% | 11 |
|
|
2014
Q2 | $7.05M | Sell |
86,204
-1,403
| -2% | -$115K | 1.32% | 19 |
|
|
2014
Q1 | $7.18M | Sell |
87,607
-5,274
| -6% | -$432K | 1.36% | 12 |
|
|
2013
Q4 | $6.99M | Sell |
92,881
-1,105
| -1% | -$83.2K | 1.31% | 20 |
|
|
2013
Q3 | $6.73M | Sell |
93,986
-2,801
| -3% | -$201K | 1.34% | 19 |
|
|
2013
Q2 | $6.34M | Buy |
+96,787
| New | +$6.34M | 1.31% | 23 |
|