Welch Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-445
| Closed | -$111K | – | 148 |
|
|
2018
Q4 | $111K | Buy |
445
+13
| +3% | +$3.24K | 0.01% | 138 |
|
|
2018
Q3 | $115 | Hold |
432
| – | – | 0.01% | 142 |
|
|
2018
Q2 | $106K | Buy |
+432
| New | +$106K | 0.01% | 137 |
|
|
2016
Q2 | – | Sell |
-1,674
| Closed | -$216K | – | 136 |
|
|
2016
Q1 | $216K | Hold |
1,674
| – | – | 0.04% | 102 |
|
|
2015
Q4 | $197K | Hold |
1,674
| – | – | 0.04% | 106 |
|
|
2015
Q3 | $194K | Buy |
+1,674
| New | +$194K | 0.04% | 98 |
|