UAS
United Asset Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,940
| Closed | -$727K | – | 212 |
|
|
2019
Q1 | $727K | Buy |
2,940
+5
| +0.2% | +$1.24K | 0.17% | 116 |
|
|
2018
Q4 | $731K | Buy |
2,935
+54
| +2% | +$13.4K | 0.2% | 105 |
|
|
2018
Q3 | $766K | Buy |
2,881
+90
| +3% | +$23.9K | 0.18% | 109 |
|
|
2018
Q2 | $685K | Buy |
2,791
+115
| +4% | +$28.2K | 0.18% | 115 |
|
|
2018
Q1 | $573K | Buy |
2,676
+235
| +10% | +$50.3K | 0.17% | 113 |
|
|
2017
Q4 | $538K | Sell |
2,441
-260
| -10% | -$57.3K | 0.14% | 121 |
|
|
2017
Q3 | $529K | Buy |
+2,701
| New | +$529K | 0.3% | 66 |
|
|
2015
Q1 | – | Sell |
-25,272
| Closed | -$2.56M | – | 133 |
|
|
2014
Q4 | $2.56M | Sell |
25,272
-14
| -0.1% | -$1.42K | 1.09% | 36 |
|
|
2014
Q3 | $2.18M | Buy |
25,286
+2,887
| +13% | +$249K | 0.98% | 44 |
|
|
2014
Q2 | $1.83M | Buy |
+22,399
| New | +$1.83M | 0.89% | 44 |
|
|
2014
Q1 | – | Sell |
-41,125
| Closed | -$3.1M | – | 122 |
|
|
2013
Q4 | $3.1M | Buy |
41,125
+362
| +0.9% | +$27.3K | 2.13% | 12 |
|
|
2013
Q3 | $2.92M | Sell |
40,763
-2,844
| -7% | -$204K | 1.85% | 14 |
|
|
2013
Q2 | $2.86M | Buy |
+43,607
| New | +$2.86M | 1.88% | 13 |
|