WFG Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.18M | Buy |
|
|||||
|
2017
Q1 | $906K | Buy |
|
|||||
|
2016
Q4 | $772K | Sell |
|
|||||
|
2016
Q3 | $700K | Buy |
|
|||||
|
2016
Q2 | $419K | Sell |
|
|||||
|
2016
Q1 | $389K | Sell |
|
|||||
|
2015
Q4 | $493K | Sell |
|
|||||
|
2015
Q3 | $514K | Sell |
|
|||||
|
2015
Q2 | $633K | Buy |
|
|||||
|
2015
Q1 | $613K | Buy |
|
|||||
|
2014
Q4 | $500K | Buy |
|
|||||
|
2014
Q3 | $213K | Sell |
|
|||||
|
2014
Q2 | $215K | Sell |
|
|||||
|
2014
Q1 | $226K | Sell |
|
|||||
|
2013
Q4 | $479K | Buy |
|
|||||
|
2013
Q3 | $449K | Buy |
|
|||||
|
2013
Q2 | $365K | Buy |
|