U.S. Global Investors (USGI)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,421
| Closed | -$498K | – | 188 |
|
|
2020
Q4 | $498K | Hold |
1,421
| – | – | 0.02% | 84 |
|
|
2020
Q3 | $443K | Hold |
1,421
| – | – | 0.03% | 79 |
|
|
2020
Q2 | $419K | Buy |
1,421
+440
| +45% | +$130K | 0.04% | 87 |
|
|
2020
Q1 | $245K | Buy |
+981
| New | +$245K | 0.07% | 109 |
|
|
2018
Q4 | – | Sell |
-1,609
| Closed | -$428K | – | 159 |
|
|
2018
Q3 | $428K | Buy |
+1,609
| New | +$428K | 0.21% | 101 |
|
|
2016
Q1 | – | Sell |
-3,600
| Closed | -$424K | – | 257 |
|
|
2015
Q4 | $424K | Sell |
3,600
-10,000
| -74% | -$1.18M | 0.22% | 109 |
|
|
2015
Q3 | $1.58M | Buy |
13,600
+11,100
| +444% | +$1.29M | 0.84% | 42 |
|
|
2015
Q2 | $305K | Hold |
2,500
| – | – | 0.12% | 131 |
|
|
2015
Q1 | $296K | Hold |
2,500
| – | – | 0.08% | 131 |
|
|
2014
Q4 | $253K | Buy |
+2,500
| New | +$253K | 0.07% | 147 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$301K | – | 315 |
|
|
2013
Q4 | $301K | Buy |
+4,000
| New | +$301K | 0.05% | 143 |
|