Sullivan, Bruyette, Speros & Blaney’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.41M | Sell |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.15M | Hold |
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|
2020
Q1 | $975K | Sell |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $859K | Buy |
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|
2019
Q2 | $929K | Sell |
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|
2019
Q1 | $945K | Buy |
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|
2018
Q4 | $775K | Buy |
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|
2018
Q3 | $814K | Sell |
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|
2018
Q2 | $755K | Hold |
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|
2018
Q1 | $658K | Sell |
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|
2017
Q4 | $708K | Hold |
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|
2017
Q3 | $629K | Sell |
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|
2017
Q2 | $645K | Buy |
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|
2017
Q1 | $494K | Sell |
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|
2016
Q4 | $492K | Buy |
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|
2016
Q3 | $426K | Buy |
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|
2016
Q2 | $354K | Buy |
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