Welch Capital Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-31,426
| Closed | -$2.71M | – | 38 |
|
|
2014
Q3 | $2.71M | Sell |
31,426
-134,435
| -81% | -$11.6M | 0.89% | 29 |
|
|
2014
Q2 | $13.6M | Sell |
165,861
-4,235
| -2% | -$346K | 4.78% | 5 |
|
|
2014
Q1 | $13.9M | Buy |
170,096
+19,080
| +13% | +$1.56M | 4.97% | 4 |
|
|
2013
Q4 | $11.4M | Buy |
+151,016
| New | +$11.4M | 3.81% | 11 |
|