WFG Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.18M | Buy |
6,350
+825
| +15% | +$153K | 0.27% | 99 |
|
|
2017
Q1 | $906K | Buy |
5,525
+701
| +15% | +$115K | 0.24% | 99 |
|
|
2016
Q4 | $772K | Sell |
4,824
-175
| -4% | -$28K | 0.19% | 140 |
|
|
2016
Q3 | $700K | Buy |
4,999
+2,035
| +69% | +$285K | 0.17% | 144 |
|
|
2016
Q2 | $419K | Sell |
2,964
-53
| -2% | -$7.49K | 0.11% | 192 |
|
|
2016
Q1 | $389K | Sell |
3,017
-1,171
| -28% | -$151K | 0.11% | 196 |
|
|
2015
Q4 | $493K | Sell |
4,188
-243
| -5% | -$28.6K | 0.15% | 164 |
|
|
2015
Q3 | $514K | Sell |
4,431
-759
| -15% | -$88K | 0.16% | 151 |
|
|
2015
Q2 | $633K | Buy |
5,190
+10
| +0.2% | +$1.22K | 0.17% | 131 |
|
|
2015
Q1 | $613K | Buy |
5,180
+231
| +5% | +$27.3K | 0.17% | 138 |
|
|
2014
Q4 | $500K | Buy |
4,949
+2,474
| +100% | +$250K | 0.1% | 219 |
|
|
2014
Q3 | $213K | Sell |
2,475
-160
| -6% | -$13.8K | 0.04% | 431 |
|
|
2014
Q2 | $215K | Sell |
2,635
-124
| -4% | -$10.1K | 0.04% | 430 |
|
|
2014
Q1 | $226K | Sell |
2,759
-3,596
| -57% | -$295K | 0.05% | 408 |
|
|
2013
Q4 | $479K | Buy |
6,355
+83
| +1% | +$6.26K | 0.07% | 321 |
|
|
2013
Q3 | $449K | Buy |
6,272
+703
| +13% | +$50.3K | 0.07% | 301 |
|
|
2013
Q2 | $365K | Buy |
+5,569
| New | +$365K | 0.06% | 322 |
|