Winthrop Partners - WNY’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $207K | Hold |
952
| – | – | 0.14% | 110 |
|
|
2019
Q2 | $232K | Hold |
952
| – | – | 0.17% | 94 |
|
|
2019
Q1 | $234K | Sell |
952
-138
| -13% | -$33.9K | 0.18% | 93 |
|
|
2018
Q4 | $272K | Sell |
1,090
-40
| -4% | -$9.97K | 0.25% | 78 |
|
|
2018
Q3 | $301K | Sell |
1,130
-140
| -11% | -$37.2K | 0.24% | 89 |
|
|
2018
Q2 | $312K | Hold |
1,270
| – | – | 0.26% | 88 |
|
|
2018
Q1 | $283K | Hold |
1,270
| – | – | 0.22% | 102 |
|
|
2017
Q4 | $286K | Buy |
+1,270
| New | +$286K | 0.23% | 101 |
|