Whitnell & Co’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-34
| Closed | -$9K | – | 260 |
|
|
2018
Q3 | $9K | Hold |
34
| – | – | ﹤0.01% | 236 |
|
|
2018
Q2 | $8K | Hold |
34
| – | – | ﹤0.01% | 247 |
|
|
2018
Q1 | $7K | Sell |
34
-180
| -84% | -$37.1K | ﹤0.01% | 273 |
|
|
2017
Q4 | $47K | Sell |
214
-180
| -46% | -$39.5K | 0.02% | 176 |
|
|
2017
Q3 | $77K | Buy |
394
+360
| +1,059% | +$70.4K | 0.03% | 161 |
|
|
2017
Q2 | $6K | Hold |
34
| – | – | ﹤0.01% | 226 |
|
|
2017
Q1 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 238 |
|