WealthTrust-Arizona’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $104K | Buy |
417
+30
| +8% | +$7.48K | 0.06% | 97 |
|
|
2018
Q3 | $103K | Buy |
387
+100
| +35% | +$26.6K | 0.05% | 100 |
|
|
2018
Q2 | $70K | Buy |
287
+150
| +109% | +$36.6K | 0.04% | 118 |
|
|
2018
Q1 | $29K | Hold |
137
| – | – | 0.02% | 228 |
|
|
2017
Q4 | $30K | Buy |
137
+10
| +8% | +$2.19K | 0.01% | 226 |
|
|
2017
Q3 | $25K | Hold |
127
| – | – | 0.01% | 244 |
|
|
2017
Q2 | $24K | Buy |
127
+47
| +59% | +$8.88K | 0.01% | 243 |
|
|
2017
Q1 | $13K | Sell |
80
-170
| -68% | -$27.6K | 0.01% | 336 |
|
|
2016
Q4 | $40K | Buy |
250
+200
| +400% | +$32K | 0.02% | 175 |
|
|
2016
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 437 |
|
|
2016
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 421 |
|
|
2016
Q1 | $6K | Buy |
50
+10
| +25% | +$1.2K | ﹤0.01% | 439 |
|
|
2015
Q4 | $5K | Buy |
40
+10
| +33% | +$1.25K | ﹤0.01% | 491 |
|
|
2015
Q3 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 529 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 657 |
|
|
2015
Q1 | – | Sell |
-23
| Closed | -$2K | – | 670 |
|
|
2014
Q4 | $2K | Sell |
23
-92
| -80% | -$8K | ﹤0.01% | 561 |
|
|
2014
Q3 | $10K | Buy |
115
+15
| +15% | +$1.3K | 0.01% | 413 |
|
|
2014
Q2 | $8K | Hold |
100
| – | – | 0.01% | 447 |
|
|
2014
Q1 | $8K | Sell |
100
-1,200
| -92% | -$96K | 0.01% | 469 |
|
|
2013
Q4 | $98K | Hold |
1,300
| – | – | 0.11% | 98 |
|
|
2013
Q3 | $93K | Hold |
1,300
| – | – | 0.12% | 98 |
|
|
2013
Q2 | $85K | Buy |
+1,300
| New | +$85K | 0.11% | 96 |
|