SVA Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $879K | Buy |
2,505
+290
| +13% | +$102K | 0.08% | 131 |
|
|
2020
Q3 | $691K | Sell |
2,215
-28
| -1% | -$8.74K | 0.07% | 135 |
|
|
2020
Q2 | $662K | Sell |
2,243
-96
| -4% | -$28.3K | 0.07% | 135 |
|
|
2020
Q1 | $583K | Sell |
2,339
-140
| -6% | -$34.9K | 0.07% | 137 |
|
|
2019
Q4 | $729K | Hold |
2,479
| – | – | 0.07% | 133 |
|
|
2019
Q3 | $539K | Hold |
2,479
| – | – | 0.05% | 143 |
|
|
2019
Q2 | $605K | Buy |
2,479
+51
| +2% | +$12.4K | 0.06% | 139 |
|
|
2019
Q1 | $600K | Buy |
2,428
+56
| +2% | +$13.8K | 0.06% | 143 |
|
|
2018
Q4 | $591K | Sell |
2,372
-159
| -6% | -$39.6K | 0.07% | 137 |
|
|
2018
Q3 | $673K | Buy |
2,531
+1,053
| +71% | +$280K | 0.07% | 139 |
|
|
2018
Q2 | $363K | Sell |
1,478
-487
| -25% | -$120K | 0.04% | 171 |
|
|
2018
Q1 | $385K | Buy |
1,965
+50
| +3% | +$9.8K | 0.05% | 160 |
|
|
2017
Q4 | $422K | Sell |
1,915
-50
| -3% | -$11K | 0.05% | 156 |
|
|
2017
Q3 | $385K | Sell |
1,965
-200
| -9% | -$39.2K | 0.05% | 160 |
|
|
2017
Q2 | $401K | Hold |
2,165
| – | – | 0.05% | 149 |
|
|
2017
Q1 | $355K | Sell |
2,165
-307
| -12% | -$50.3K | 0.05% | 151 |
|
|
2016
Q4 | $396K | Sell |
2,472
-820
| -25% | -$131K | 0.06% | 152 |
|
|
2016
Q3 | $461K | Buy |
3,292
+440
| +15% | +$61.6K | 0.07% | 140 |
|
|
2016
Q2 | $403K | Sell |
2,852
-545
| -16% | -$77K | 0.07% | 152 |
|
|
2016
Q1 | $438K | Buy |
3,397
+23
| +0.7% | +$2.97K | 0.07% | 148 |
|
|
2015
Q4 | $397K | Buy |
+3,374
| New | +$397K | 0.07% | 166 |
|