Regent Peak Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.06M | Sell |
2,028
-240
| -11% | -$126K | 0.25% | 46 |
|
|
2024
Q4 | $1.15M | Sell |
2,268
-3,584
| -61% | -$1.81M | 0.26% | 44 |
|
|
2024
Q3 | $3.42M | Sell |
5,852
-598
| -9% | -$350K | 0.79% | 25 |
|
|
2024
Q2 | $3.28M | Sell |
6,450
-69
| -1% | -$35.1K | 0.75% | 28 |
|
|
2024
Q1 | $3.22M | Buy |
6,519
+305
| +5% | +$151K | 0.82% | 26 |
|
|
2023
Q4 | $3.27M | Buy |
6,214
+3,407
| +121% | +$1.79M | 0.89% | 25 |
|
|
2023
Q3 | $1.42M | Buy |
2,807
+925
| +49% | +$466K | 0.43% | 51 |
|
|
2023
Q2 | $905K | Sell |
1,882
-65
| -3% | -$31.2K | 0.26% | 57 |
|
|
2023
Q1 | $920K | Sell |
1,947
-284
| -13% | -$134K | 0.28% | 54 |
|
|
2022
Q4 | $1.18M | Sell |
2,231
-152
| -6% | -$80.6K | 0.39% | 51 |
|
|
2022
Q3 | $1.2M | Sell |
2,383
-2,649
| -53% | -$1.34M | 0.42% | 53 |
|
|
2022
Q2 | $2.58M | Sell |
5,032
-183
| -4% | -$94K | 0.84% | 27 |
|
|
2022
Q1 | $2.66M | Buy |
5,215
+301
| +6% | +$154K | 0.76% | 26 |
|
|
2021
Q4 | $2.47M | Buy |
4,914
+3,356
| +215% | +$1.69M | 0.67% | 28 |
|
|
2021
Q3 | $609K | Buy |
1,558
+31
| +2% | +$12.1K | 0.17% | 81 |
|
|
2021
Q2 | $630K | Sell |
1,527
-48
| -3% | -$19.8K | 0.18% | 79 |
|
|
2021
Q1 | $586K | Sell |
1,575
-5,427
| -78% | -$2.02M | 0.19% | 81 |
|
|
2020
Q4 | $2.46M | Buy |
7,002
+2,345
| +50% | +$823K | 0.82% | 21 |
|
|
2020
Q3 | $1.45M | Buy |
4,657
+3,667
| +370% | +$1.14M | 0.62% | 38 |
|
|
2020
Q2 | $292K | Sell |
990
-634
| -39% | -$187K | 0.13% | 94 |
|
|
2020
Q1 | $405K | Sell |
1,624
-81
| -5% | -$20.2K | 0.23% | 69 |
|
|
2019
Q4 | $501K | Buy |
+1,705
| New | +$501K | 0.23% | 72 |
|