Willingdon Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $3.57M | Sell |
14,333
-14,269
| -50% | -$3.56M | 0.9% | 39 |
|
|
2019
Q4 | $8.41M | Buy |
28,602
+77
| +0.3% | +$22.6K | 1.73% | 17 |
|
|
2019
Q3 | $6.2M | Buy |
28,525
+436
| +2% | +$94.8K | 1.36% | 19 |
|
|
2019
Q2 | $6.85M | Buy |
28,089
+431
| +2% | +$105K | 1.59% | 14 |
|
|
2019
Q1 | $6.84M | Buy |
27,658
+8,284
| +43% | +$2.05M | 1.68% | 11 |
|
|
2018
Q4 | $4.83M | Buy |
19,374
+10,191
| +111% | +$2.54M | 1.39% | 12 |
|
|
2018
Q3 | $2.44M | Buy |
9,183
+951
| +12% | +$253K | 0.67% | 65 |
|
|
2018
Q2 | $2.02M | Buy |
8,232
+3,922
| +91% | +$962K | 0.62% | 74 |
|
|
2018
Q1 | $922K | Buy |
4,310
+4,234
| +5,571% | +$906K | 0.29% | 96 |
|
|
2017
Q4 | $17K | Sell |
76
-19
| -20% | -$4.25K | 0.01% | 208 |
|
|
2017
Q3 | $19K | Buy |
+95
| New | +$19K | 0.01% | 195 |
|