Permanens Capital’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.04M Buy
6,537
+4,044
+162% +$1.26M 0.28% 28
2025
Q1
$1.31M Buy
2,493
+1,009
+68% +$528K 0.24% 28
2024
Q4
$751K Hold
1,484
0.14% 34
2024
Q3
$868K Buy
+1,484
New +$868K 0.18% 31