Wellesley Investment Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $226K | Buy |
+727
| New | +$226K | 0.08% | 94 |
|
|
2019
Q1 | – | Sell |
-1,036
| Closed | -$258K | – | 126 |
|
|
2018
Q4 | $258K | Hold |
1,036
| – | – | 0.09% | 106 |
|
|
2018
Q3 | $275K | Sell |
1,036
-31
| -3% | -$8.23K | 0.09% | 111 |
|
|
2018
Q2 | $261K | Buy |
1,067
+31
| +3% | +$7.58K | 0.09% | 113 |
|
|
2018
Q1 | $221K | Buy |
+1,036
| New | +$221K | 0.08% | 122 |
|