PA
Perennial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-854
| Closed | -$422K | – | 113 |
|
|
2024
Q1 | $422K | Hold |
854
| – | – | 0.1% | 83 |
|
|
2023
Q4 | $450K | Sell |
854
-85
| -9% | -$44.8K | 0.11% | 83 |
|
|
2023
Q3 | $473K | Sell |
939
-2
| -0.2% | -$1.01K | 0.13% | 79 |
|
|
2023
Q2 | $452K | Hold |
941
| – | – | 0.12% | 80 |
|
|
2023
Q1 | $445K | Buy |
+941
| New | +$445K | 0.13% | 69 |
|
|
2021
Q3 | – | Sell |
-65
| Closed | -$26K | – | 259 |
|
|
2021
Q2 | $26K | Hold |
65
| – | – | 0.01% | 195 |
|
|
2021
Q1 | $24K | Buy |
+65
| New | +$24K | 0.01% | 197 |
|