Peak Asset Management’s UnitedHealth UNH Stock Holding History

Peak 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	$1.59M	Buy	5,094 +3,053	+150%	+$952K	0.29%	61
2025 Q1	$1.07M	Buy	2,041 +4	+0.2%	+$2.1K	0.2%	71
2024 Q4	$1.03M	Hold	2,037	–	–	0.19%	71
2024 Q3	$1.19M	Hold	2,037	–	–	0.22%	69
2024 Q2	$1.04M	Sell	2,037 -54	-3%	-$27.5K	0.2%	71
2024 Q1	$1.03M	Sell	2,091 -65	-3%	-$32.2K	0.2%	72
2023 Q4	$1.14M	Sell	2,156 -56	-3%	-$29.5K	0.25%	70
2023 Q3	$1.12M	Sell	2,212 -167	-7%	-$84.2K	0.27%	70
2023 Q2	$1.14M	Sell	2,379 -15	-0.6%	-$7.21K	0.26%	67
2023 Q1	$1.13M	Buy	2,394 +83	+4%	+$39.2K	0.28%	65
2022 Q4	$1.23M	Sell	2,311 -167	-7%	-$88.5K	0.32%	63
2022 Q3	$1.25M	Buy	2,478 +25	+1%	+$12.6K	0.36%	61
2022 Q2	$1.26M	Sell	2,453 -30	-1%	-$15.4K	0.34%	60
2022 Q1	$1.27M	Sell	2,483 -298	-11%	-$152K	0.29%	63
2021 Q4	$1.4M	Sell	2,781 -64	-2%	-$32.1K	0.32%	58
2021 Q3	$1.11M	Sell	2,845 -496	-15%	-$194K	0.27%	62
2021 Q2	$1.34M	Buy	3,341 +52	+2%	+$20.8K	0.33%	52
2021 Q1	$1.22M	Sell	3,289 -18	-0.5%	-$6.7K	0.3%	61
2020 Q4	$1.16M	Sell	3,307 -111	-3%	-$38.9K	0.3%	57
2020 Q3	$1.07M	Buy	3,418 +480	+16%	+$150K	0.32%	56
2020 Q2	$867K	Buy	2,938 +44	+2%	+$13K	0.28%	55
2020 Q1	$722K	Buy	2,894 +1,122	+63%	+$280K	0.28%	55
2019 Q4	$521K	Hold	1,772	–	–	0.16%	75
2019 Q3	$385K	Hold	1,772	–	–	0.13%	85
2019 Q2	$432K	Buy	1,772 +25	+1%	+$6.1K	0.14%	84
2019 Q1	$432K	Hold	1,747	–	–	0.15%	85
2018 Q4	$435K	Buy	1,747 +65	+4%	+$16.2K	0.16%	80
2018 Q3	$447K	Hold	1,682	–	–	0.15%	81
2018 Q2	$413K	Sell	1,682 -102	-6%	-$25K	0.15%	85
2018 Q1	$382K	Buy	1,784 +40	+2%	+$8.57K	0.14%	86
2017 Q4	$384K	Hold	1,744	–	–	0.14%	90
2017 Q3	$342K	Sell	1,744 -230	-12%	-$45.1K	0.12%	104
2017 Q2	$366K	Hold	1,974	–	–	0.14%	102
2017 Q1	$324K	Sell	1,974 -209	-10%	-$34.3K	0.12%	113
2016 Q4	$349K	Buy	2,183 +50	+2%	+$7.99K	0.14%	107
2016 Q3	$299K	Buy	2,133 +197	+10%	+$27.6K	0.13%	110
2016 Q2	$273K	Buy	+1,936	New	+$273K	0.12%	111