VWM
Vector Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $760K | Sell |
4,751
-709
| -13% | -$113K | 0.53% | 29 |
|
|
2016
Q3 | $764K | Sell |
5,460
-9
| -0.2% | -$1.26K | 0.52% | 29 |
|
|
2016
Q2 | $772K | Sell |
5,469
-71
| -1% | -$10K | 0.53% | 27 |
|
|
2016
Q1 | $714K | Buy |
5,540
+869
| +19% | +$112K | 0.53% | 27 |
|
|
2015
Q4 | $550K | Buy |
4,671
+38
| +0.8% | +$4.47K | 0.43% | 32 |
|
|
2015
Q3 | $522K | Sell |
4,633
-983
| -18% | -$111K | 0.41% | 33 |
|
|
2015
Q2 | $685K | Buy |
5,616
+132
| +2% | +$16.1K | 0.54% | 25 |
|
|
2015
Q1 | $649K | Sell |
5,484
-995
| -15% | -$118K | 0.53% | 22 |
|
|
2014
Q4 | $655K | Buy |
6,479
+805
| +14% | +$81.4K | 0.49% | 19 |
|
|
2014
Q3 | $489K | Buy |
5,674
+7
| +0.1% | +$603 | 0.36% | 26 |
|
|
2014
Q2 | $463K | Buy |
5,667
+806
| +17% | +$65.9K | 0.34% | 27 |
|
|
2014
Q1 | $399K | Sell |
4,861
-175
| -3% | -$14.4K | 0.29% | 30 |
|
|
2013
Q4 | $379K | Sell |
5,036
-176
| -3% | -$13.2K | 0.27% | 31 |
|
|
2013
Q3 | $373K | Buy |
5,212
+9
| +0.2% | +$644 | 0.27% | 36 |
|
|
2013
Q2 | $341K | Buy |
+5,203
| New | +$341K | 0.25% | 37 |
|