Truvvo Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,059
| Closed | -$330K | – | 38 |
|
|
2020
Q3 | $330K | Sell |
1,059
-890
| -46% | -$277K | 0.25% | 24 |
|
|
2020
Q2 | $575K | Buy |
1,949
+507
| +35% | +$150K | 0.45% | 19 |
|
|
2020
Q1 | $360K | Sell |
1,442
-250
| -15% | -$62.4K | 0.33% | 22 |
|
|
2019
Q4 | $497K | Sell |
1,692
-1,200
| -41% | -$352K | 0.26% | 20 |
|
|
2019
Q3 | $628K | Hold |
2,892
| – | – | 0.35% | 21 |
|
|
2019
Q2 | $706K | Buy |
+2,892
| New | +$706K | 0.39% | 21 |
|
|
2019
Q1 | – | Sell |
-3,605
| Closed | -$898K | – | 39 |
|
|
2018
Q4 | $898K | Sell |
3,605
-315
| -8% | -$78.5K | 0.64% | 17 |
|
|
2018
Q3 | $1.04M | Hold |
3,920
| – | – | 0.65% | 15 |
|
|
2018
Q2 | $962K | Sell |
3,920
-7,380
| -65% | -$1.81M | 0.63% | 20 |
|
|
2018
Q1 | $2.42M | Hold |
11,300
| – | – | 0.89% | 29 |
|
|
2017
Q4 | $2.49M | Hold |
11,300
| – | – | 0.84% | 28 |
|
|
2017
Q3 | $2.21M | Hold |
11,300
| – | – | 0.74% | 34 |
|
|
2017
Q2 | $2.1M | Hold |
11,300
| – | – | 0.76% | 35 |
|
|
2017
Q1 | $1.85M | Buy |
11,300
+500
| +5% | +$82K | 0.83% | 28 |
|
|
2016
Q4 | $1.73K | Hold |
10,800
| – | – | 0.6% | 34 |
|
|
2016
Q3 | $1.51M | Hold |
10,800
| – | – | 0.68% | 35 |
|
|
2016
Q2 | $1.53M | Buy |
10,800
+4,900
| +83% | +$692K | 0.78% | 34 |
|
|
2016
Q1 | $761K | Sell |
5,900
-500
| -8% | -$64.5K | 0.34% | 49 |
|
|
2015
Q4 | $753K | Buy |
+6,400
| New | +$753K | 0.39% | 55 |
|