Perennial Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
2,625
-134
| -5% | -$41.8K | 0.08% | 197 |
|
|
2025
Q1 | $1.44M | Buy |
2,759
+30
| +1% | +$15.7K | 0.16% | 115 |
|
|
2024
Q4 | $1.38M | Sell |
2,729
-63
| -2% | -$31.9K | 0.16% | 112 |
|
|
2024
Q3 | $1.63M | Buy |
2,792
+45
| +2% | +$26.3K | 0.21% | 84 |
|
|
2024
Q2 | $1.4M | Buy |
2,747
+10
| +0.4% | +$5.1K | 0.2% | 84 |
|
|
2024
Q1 | $1.35M | Buy |
2,737
+63
| +2% | +$31.2K | 0.21% | 84 |
|
|
2023
Q4 | $1.41M | Sell |
2,674
-3
| -0.1% | -$1.58K | 0.23% | 79 |
|
|
2023
Q3 | $1.35M | Sell |
2,677
-13
| -0.5% | -$6.56K | 0.24% | 84 |
|
|
2023
Q2 | $1.29M | Buy |
2,690
+15
| +0.6% | +$7.21K | 0.23% | 90 |
|
|
2023
Q1 | $1.26M | Buy |
2,675
+370
| +16% | +$175K | 0.24% | 89 |
|
|
2022
Q4 | $1.22M | Sell |
2,305
-89
| -4% | -$47.2K | 0.5% | 42 |
|
|
2022
Q3 | $1.21M | Buy |
2,394
+317
| +15% | +$160K | 0.55% | 40 |
|
|
2022
Q2 | $1.07M | Sell |
2,077
-45
| -2% | -$23.1K | 0.42% | 49 |
|
|
2022
Q1 | $1.08M | Buy |
2,122
+5
| +0.2% | +$2.54K | 0.34% | 59 |
|
|
2021
Q4 | $1.07M | Buy |
2,117
+72
| +4% | +$36.3K | 0.33% | 66 |
|
|
2021
Q3 | $801K | Buy |
2,045
+401
| +24% | +$157K | 0.28% | 82 |
|
|
2021
Q2 | $658K | Buy |
1,644
+414
| +34% | +$166K | 0.24% | 90 |
|
|
2021
Q1 | $458K | Sell |
1,230
-28
| -2% | -$10.4K | 0.18% | 107 |
|
|
2020
Q4 | $441K | Buy |
1,258
+1
| +0.1% | +$351 | 0.19% | 99 |
|
|
2020
Q3 | $394K | Sell |
1,257
-16
| -1% | -$5.02K | 0.2% | 94 |
|
|
2020
Q2 | $375K | Buy |
1,273
+66
| +5% | +$19.4K | 0.25% | 76 |
|
|
2020
Q1 | $300K | Buy |
1,207
+20
| +2% | +$4.97K | 0.27% | 81 |
|
|
2019
Q4 | $349K | Buy |
+1,187
| New | +$349K | 0.28% | 86 |
|