TWM
Torch Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $313K | Hold |
1,065
| – | – | 0.17% | 90 |
|
|
2019
Q3 | $231K | Hold |
1,065
| – | – | 0.14% | 98 |
|
|
2019
Q2 | $260K | Sell |
1,065
-60
| -5% | -$14.6K | 0.16% | 94 |
|
|
2019
Q1 | $278K | Sell |
1,125
-25
| -2% | -$6.18K | 0.17% | 92 |
|
|
2018
Q4 | $286K | Sell |
1,150
-50
| -4% | -$12.4K | 0.2% | 80 |
|
|
2018
Q3 | $319K | Hold |
1,200
| – | – | 0.19% | 89 |
|
|
2018
Q2 | $294K | Buy |
1,200
+100
| +9% | +$24.5K | 0.18% | 88 |
|
|
2018
Q1 | $235K | Sell |
1,100
-100
| -8% | -$21.4K | 0.15% | 95 |
|
|
2017
Q4 | $265K | Buy |
+1,200
| New | +$265K | 0.16% | 95 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$82K | – | 223 |
|
|
2014
Q2 | $82K | Hold |
1,000
| – | – | 0.06% | 136 |
|
|
2014
Q1 | $82K | Hold |
1,000
| – | – | 0.06% | 124 |
|
|
2013
Q4 | $75K | Buy |
+1,000
| New | +$75K | 0.06% | 122 |
|