Regent Peak Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.28M | Sell |
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|
2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $3.27M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $905K | Sell |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $2.58M | Sell |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $630K | Sell |
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|
2021
Q1 | $586K | Sell |
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|
2020
Q4 | $2.46M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $292K | Sell |
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|
2020
Q1 | $405K | Sell |
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|
2019
Q4 | $501K | Buy |
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