VFAM
Valley Forge Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-113,509
| Closed | -$11.5M | – | 101 |
|
|
2014
Q4 | $11.5M | Sell |
113,509
-3,029
| -3% | -$306K | 1.36% | 41 |
|
|
2014
Q3 | $10.1M | Sell |
116,538
-15,179
| -12% | -$1.31M | 1.23% | 45 |
|
|
2014
Q2 | $10.8M | Buy |
131,717
+71,124
| +117% | +$5.81M | 1.15% | 46 |
|
|
2014
Q1 | $4.97M | Buy |
+60,593
| New | +$4.97M | 0.54% | 56 |
|
|
2013
Q3 | – | Sell |
-5,293
| Closed | -$347K | – | 99 |
|
|
2013
Q2 | $347K | Buy |
+5,293
| New | +$347K | 0.02% | 77 |
|