Palisades Hudson Asset Management’s UnitedHealth UNH Stock Holding History

Palisades Hudson Asset Management’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$337K	Hold	1,078	–	–	0.13%	78
2025 Q1	$565K	Hold	1,078	–	–	0.26%	48
2024 Q4	$546K	Hold	1,078	–	–	0.23%	53
2024 Q3	$630K	Hold	1,078	–	–	0.27%	47
2024 Q2	$549K	Hold	1,078	–	–	0.25%	50
2024 Q1	$533K	Hold	1,078	–	–	0.24%	51
2023 Q4	$567K	Hold	1,078	–	–	0.28%	49
2023 Q3	$544K	Hold	1,078	–	–	0.3%	44
2023 Q2	$518K	Hold	1,078	–	–	0.27%	51
2023 Q1	$510K	Sell	1,078 -13	-1%	-$6.15K	0.27%	49
2022 Q4	$578K	Buy	1,091 +3	+0.3%	+$1.59K	0.32%	42
2022 Q3	$550K	Sell	1,088 -50	-4%	-$25.3K	0.33%	37
2022 Q2	$585K	Buy	1,138 +60	+6%	+$30.8K	0.33%	42
2022 Q1	$550K	Hold	1,078	–	–	0.26%	53
2021 Q4	$542K	Buy	1,078 +21	+2%	+$10.6K	0.23%	55
2021 Q3	$413K	Hold	1,057	–	–	0.19%	66
2021 Q2	$423K	Hold	1,057	–	–	0.19%	63
2021 Q1	$393K	Sell	1,057 -293	-22%	-$109K	0.19%	63
2020 Q4	$473K	Hold	1,350	–	–	0.24%	50
2020 Q3	$421K	Hold	1,350	–	–	0.27%	52
2020 Q2	$398K	Hold	1,350	–	–	0.27%	48
2020 Q1	$337K	Hold	1,350	–	–	0.29%	50
2019 Q4	$397K	Hold	1,350	–	–	0.25%	52
2019 Q3	$293K	Hold	1,350	–	–	0.2%	67
2019 Q2	$329K	Hold	1,350	–	–	0.23%	62
2019 Q1	$334K	Sell	1,350 -590	-30%	-$146K	0.22%	60
2018 Q4	$483K	Hold	1,940	–	–	0.28%	42
2018 Q3	$516K	Hold	1,940	–	–	0.27%	45
2018 Q2	$476K	Buy	1,940 +28	+1%	+$6.87K	0.26%	42
2018 Q1	$409K	Hold	1,912	–	–	0.22%	57
2017 Q4	$422K	Hold	1,912	–	–	0.23%	55
2017 Q3	$374K	Hold	1,912	–	–	0.21%	62
2017 Q2	$355K	Hold	1,912	–	–	0.21%	63
2017 Q1	$314K	Hold	1,912	–	–	0.2%	66
2016 Q4	$306K	Hold	1,912	–	–	0.19%	63
2016 Q3	$268K	Hold	1,912	–	–	0.2%	75
2016 Q2	$270K	Hold	1,912	–	–	0.22%	71
2016 Q1	$246K	Hold	1,912	–	–	0.19%	79
2015 Q4	$225K	Hold	1,912	–	–	0.19%	83
2015 Q3	$222K	Hold	1,912	–	–	0.2%	78
2015 Q2	$233K	Hold	1,912	–	–	0.2%	78
2015 Q1	$226K	Buy	+1,912	New	+$226K	0.18%	79