Vantage Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $6M | Buy |
22,555
+2,541
| +13% | +$676K | 1.26% | 36 |
|
|
2018
Q2 | $4.91M | Buy |
20,014
+17,330
| +646% | +$4.25M | 1.19% | 38 |
|
|
2018
Q1 | $574K | Hold |
2,684
| – | – | 0.15% | 78 |
|
|
2017
Q4 | $592K | Sell |
2,684
-13
| -0.5% | -$2.87K | 0.14% | 85 |
|
|
2017
Q3 | $528K | Sell |
2,697
-44
| -2% | -$8.61K | 0.14% | 83 |
|
|
2017
Q2 | $508K | Sell |
2,741
-330
| -11% | -$61.2K | 0.15% | 84 |
|
|
2017
Q1 | $504K | Sell |
3,071
-345
| -10% | -$56.6K | 0.17% | 79 |
|
|
2016
Q4 | $547K | Buy |
3,416
+34
| +1% | +$5.44K | 0.22% | 72 |
|
|
2016
Q3 | $473K | Sell |
3,382
-431
| -11% | -$60.3K | 0.21% | 72 |
|
|
2016
Q2 | $536K | Sell |
3,813
-205
| -5% | -$28.8K | 0.23% | 70 |
|
|
2016
Q1 | $518K | Buy |
4,018
+22
| +0.6% | +$2.84K | 0.23% | 70 |
|
|
2015
Q4 | $470K | Buy |
3,996
+248
| +7% | +$29.2K | 0.24% | 69 |
|
|
2015
Q3 | $435K | Sell |
3,748
-75
| -2% | -$8.71K | 0.25% | 70 |
|
|
2015
Q2 | $466K | Sell |
3,823
-4,438
| -54% | -$541K | 0.26% | 68 |
|
|
2015
Q1 | $977K | Buy |
8,261
+4,438
| +116% | +$525K | 0.28% | 63 |
|
|
2014
Q4 | $386K | Hold |
3,823
| – | – | 0.22% | 78 |
|
|
2014
Q3 | $330K | Hold |
3,823
| – | – | 0.2% | 79 |
|
|
2014
Q2 | $313K | Buy |
3,823
+445
| +13% | +$36.4K | 0.19% | 81 |
|
|
2014
Q1 | $277K | Buy |
3,378
+2,070
| +158% | +$170K | 0.18% | 81 |
|
|
2013
Q4 | $98K | Buy |
+1,308
| New | +$98K | 0.07% | 157 |
|