WealthTrust Fairport’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $238K | Sell |
964
-210
| -18% | -$51.8K | 0.02% | 155 |
|
|
2018
Q4 | $292K | Buy |
1,174
+203
| +21% | +$50.5K | 0.03% | 150 |
|
|
2018
Q3 | $258K | Buy |
971
+24
| +3% | +$6.38K | 0.02% | 156 |
|
|
2018
Q2 | $232K | Sell |
947
-103
| -10% | -$25.2K | 0.02% | 160 |
|
|
2018
Q1 | $225K | Hold |
1,050
| – | – | 0.02% | 148 |
|
|
2017
Q4 | $231K | Sell |
1,050
-32
| -3% | -$7.04K | 0.02% | 155 |
|
|
2017
Q3 | $212K | Hold |
1,082
| – | – | 0.02% | 151 |
|
|
2017
Q2 | $201K | Buy |
+1,082
| New | +$201K | 0.02% | 155 |
|
|
2015
Q1 | – | Sell |
-1,145
| Closed | -$116K | – | 365 |
|
|
2014
Q4 | $116K | Sell |
1,145
-125
| -10% | -$12.7K | 0.02% | 136 |
|
|
2014
Q3 | $110K | Hold |
1,270
| – | – | 0.02% | 126 |
|
|
2014
Q2 | $104K | Buy |
1,270
+95
| +8% | +$7.78K | 0.02% | 132 |
|
|
2014
Q1 | $96K | Sell |
1,175
-40
| -3% | -$3.27K | 0.01% | 127 |
|
|
2013
Q4 | $91K | Buy |
1,215
+740
| +156% | +$55.4K | 0.01% | 121 |
|
|
2013
Q3 | $34K | Hold |
475
| – | – | 0.01% | 178 |
|
|
2013
Q2 | $31K | Buy |
+475
| New | +$31K | 0.01% | 178 |
|