Perissos Private 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
Sell
-513
Closed -$269K 81
2025
Q1
$269K Buy
513
+1
+0.2% +$524 0.25% 57
2024
Q4
$259K Buy
+512
New +$259K 0.19% 71