Perigon Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Sell |
11,446
-7,160
| -38% | -$2.23M | 0.08% | 235 |
|
|
2025
Q1 | $9.74M | Buy |
18,606
+992
| +6% | +$520K | 0.25% | 88 |
|
|
2024
Q4 | $8.99M | Buy |
17,614
+3,969
| +29% | +$2.03M | 0.22% | 96 |
|
|
2024
Q3 | $7.98M | Buy |
13,645
+88
| +0.6% | +$51.5K | 0.21% | 105 |
|
|
2024
Q2 | $6.9M | Sell |
13,557
-293
| -2% | -$149K | 0.2% | 108 |
|
|
2024
Q1 | $6.85M | Buy |
13,850
+24
| +0.2% | +$11.9K | 0.21% | 111 |
|
|
2023
Q4 | $7.28M | Buy |
13,826
+843
| +6% | +$444K | 0.24% | 91 |
|
|
2023
Q3 | $6.55M | Sell |
12,983
-619
| -5% | -$312K | 0.27% | 89 |
|
|
2023
Q2 | $6.54M | Buy |
13,602
+7,942
| +140% | +$3.82M | 0.26% | 95 |
|
|
2023
Q1 | $2.67M | Buy |
5,660
+166
| +3% | +$78.5K | 0.15% | 140 |
|
|
2022
Q4 | $2.91M | Buy |
5,494
+1,649
| +43% | +$874K | 0.18% | 129 |
|
|
2022
Q3 | $1.94M | Buy |
3,845
+394
| +11% | +$199K | 0.17% | 126 |
|
|
2022
Q2 | $1.77M | Buy |
3,451
+241
| +8% | +$124K | 0.15% | 138 |
|
|
2022
Q1 | $1.64M | Sell |
3,210
-54
| -2% | -$27.5K | 0.12% | 155 |
|
|
2021
Q4 | $1.64M | Buy |
3,264
+266
| +9% | +$134K | 0.12% | 151 |
|
|
2021
Q3 | $1.17M | Sell |
2,998
-29
| -1% | -$11.3K | 0.1% | 180 |
|
|
2021
Q2 | $1.21M | Buy |
3,027
+57
| +2% | +$22.8K | 0.11% | 169 |
|
|
2021
Q1 | $1.11M | Buy |
2,970
+187
| +7% | +$69.6K | 0.11% | 168 |
|
|
2020
Q4 | $976K | Buy |
2,783
+359
| +15% | +$126K | 0.11% | 151 |
|
|
2020
Q3 | $756K | Buy |
2,424
+115
| +5% | +$35.9K | 0.11% | 157 |
|
|
2020
Q2 | $681K | Sell |
2,309
-80
| -3% | -$23.6K | 0.11% | 151 |
|
|
2020
Q1 | $631K | Buy |
2,389
+774
| +48% | +$204K | 0.12% | 142 |
|
|
2019
Q4 | $471K | Buy |
1,615
+92
| +6% | +$26.8K | 0.1% | 146 |
|
|
2019
Q3 | $363K | Sell |
1,523
-59
| -4% | -$14.1K | 0.09% | 151 |
|
|
2019
Q2 | $386K | Sell |
1,582
-100
| -6% | -$24.4K | 0.09% | 148 |
|
|
2019
Q1 | $388K | Buy |
1,682
+45
| +3% | +$10.4K | 0.09% | 145 |
|
|
2018
Q4 | $439K | Hold |
1,637
| – | – | 0.11% | 129 |
|
|
2018
Q3 | $436K | Buy |
1,637
+360
| +28% | +$95.9K | 0.11% | 132 |
|
|
2018
Q2 | $313K | Hold |
1,277
| – | – | 0.09% | 177 |
|
|
2018
Q1 | $273K | Sell |
1,277
-220
| -15% | -$47K | 0.1% | 138 |
|
|
2017
Q4 | $330K | Buy |
1,497
+220
| +17% | +$48.5K | 0.12% | 96 |
|
|
2017
Q3 | $250K | Sell |
1,277
-5
| -0.4% | -$979 | 0.08% | 179 |
|
|
2017
Q2 | $238K | Sell |
1,282
-53
| -4% | -$9.84K | 0.05% | 238 |
|
|
2017
Q1 | $219K | Buy |
1,335
+29
| +2% | +$4.76K | 0.05% | 248 |
|
|
2016
Q4 | $220K | Buy |
1,306
+143
| +12% | +$24.1K | 0.05% | 237 |
|
|
2016
Q3 | $163K | Buy |
1,163
+605
| +108% | +$84.8K | 0.04% | 214 |
|
|
2016
Q2 | $79K | Buy |
+558
| New | +$79K | 0.02% | 249 |
|