WEC
Winslow Evans & Crocker’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.51M | Buy |
13,741
+1,237
| +10% | +$406K | 0.86% | 23 |
|
|
2020
Q3 | $3.9M | Sell |
12,504
-781
| -6% | -$243K | 0.97% | 16 |
|
|
2020
Q2 | $3.92M | Buy |
13,285
+707
| +6% | +$209K | 1.05% | 16 |
|
|
2020
Q1 | $3.14M | Buy |
12,578
+928
| +8% | +$232K | 1.03% | 17 |
|
|
2019
Q4 | $3.43M | Buy |
11,650
+4,834
| +71% | +$1.42M | 0.87% | 22 |
|
|
2019
Q3 | $1.48M | Sell |
6,816
-136
| -2% | -$29.6K | 0.41% | 56 |
|
|
2019
Q2 | $1.7M | Buy |
6,952
+108
| +2% | +$26.4K | 0.47% | 49 |
|
|
2019
Q1 | $1.69M | Sell |
6,844
-1,860
| -21% | -$460K | 0.48% | 48 |
|
|
2018
Q4 | $2.17M | Buy |
8,704
+2,784
| +47% | +$694K | 0.73% | 31 |
|
|
2018
Q3 | $1.58M | Buy |
5,920
+530
| +10% | +$141K | 0.48% | 48 |
|
|
2018
Q2 | $1.32M | Buy |
5,390
+22
| +0.4% | +$5.4K | 0.42% | 55 |
|
|
2018
Q1 | $1.15M | Buy |
5,368
+376
| +8% | +$80.4K | 0.37% | 64 |
|
|
2017
Q4 | $1.1M | Buy |
4,992
+1,852
| +59% | +$408K | 0.35% | 70 |
|
|
2017
Q3 | $615K | Sell |
3,140
-1,338
| -30% | -$262K | 0.2% | 116 |
|
|
2017
Q2 | $813K | Buy |
4,478
+1,478
| +49% | +$268K | 0.22% | 102 |
|
|
2017
Q1 | $492K | Sell |
3,000
-304
| -9% | -$49.8K | 0.15% | 145 |
|
|
2016
Q4 | $529K | Sell |
3,304
-976
| -23% | -$156K | 0.16% | 144 |
|
|
2016
Q3 | $599K | Hold |
4,280
| – | – | 0.17% | 130 |
|
|
2016
Q2 | $604K | Sell |
4,280
-133
| -3% | -$18.8K | 0.18% | 126 |
|
|
2016
Q1 | $569K | Buy |
4,413
+753
| +21% | +$97.1K | 0.17% | 126 |
|
|
2015
Q4 | $430K | Sell |
3,660
-3,304
| -47% | -$388K | 0.12% | 177 |
|
|
2015
Q3 | $808K | Buy |
6,964
+2
| +0% | +$232 | 0.25% | 87 |
|
|
2015
Q2 | $849K | Sell |
6,962
-116
| -2% | -$14.2K | 0.24% | 99 |
|
|
2015
Q1 | $837K | Buy |
7,078
+5,618
| +385% | +$664K | 0.24% | 95 |
|
|
2014
Q4 | $147K | Buy |
1,460
+160
| +12% | +$16.2K | 0.04% | 338 |
|
|
2014
Q3 | $112K | Buy |
1,300
+133
| +11% | +$11.5K | 0.03% | 406 |
|
|
2014
Q2 | $95.4K | Hold |
1,167
| – | – | 0.03% | 370 |
|
|
2014
Q1 | $95.7K | Sell |
1,167
-100
| -8% | -$8.2K | 0.03% | 356 |
|
|
2013
Q4 | $95K | Buy |
+1,267
| New | +$95K | 0.03% | 380 |
|