A detailed history of Perigon Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 13,557 shares of UNH stock, worth $7.99 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
13,557
Previous 13,850 2.12%
Holding current value
$7.99 Million
Previous $6.85 Million 0.77%
% of portfolio
0.2%
Previous 0.21%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$439.2 - $524.63 $128,685 - $153,716
-293 Reduced 2.12%
13,557 $6.9 Million
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $11,342 - $13,090
24 Added 0.17%
13,850 $6.85 Million
Q4 2023

Jan 29, 2024

BUY
$509.47 - $552.97 $429,483 - $466,153
843 Added 6.49%
13,826 $7.28 Million
Q3 2023

Oct 30, 2023

SELL
$447.75 - $510.93 $277,157 - $316,265
-619 Reduced 4.55%
12,983 $6.55 Million
Q2 2023

Aug 02, 2023

BUY
$458.49 - $526.23 $3.64 Million - $4.18 Million
7,942 Added 140.32%
13,602 $6.54 Million
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $76,414 - $86,042
166 Added 3.02%
5,660 $2.67 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $822,620 - $915,442
1,649 Added 42.89%
5,494 $2.91 Million
Q3 2022

Dec 13, 2022

BUY
$501.24 - $549.95 $197,488 - $216,680
394 Added 11.42%
3,845 $1.94 Million
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $108,946 - $131,588
241 Added 7.51%
3,451 $1.77 Million
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $24,618 - $28,124
-54 Reduced 1.65%
3,210 $1.64 Million
Q4 2021

Feb 11, 2022

BUY
$387.01 - $505.58 $102,944 - $134,484
266 Added 8.87%
3,264 $1.64 Million
Q3 2021

Nov 01, 2021

BUY
$390.74 - $429.71 $1.17 Million - $1.29 Million
2,998 New
2,998 $1.17 Million
Q3 2021

Oct 25, 2021

SELL
$390.74 - $429.71 $1.18 Million - $1.3 Million
-3,027 Closed
0 $0
Q2 2021

Jul 19, 2021

BUY
$364.37 - $420.89 $20,769 - $23,990
57 Added 1.92%
3,027 $1.21 Million
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $60,651 - $70,884
187 Added 6.72%
2,970 $1.11 Million
Q4 2020

Jan 28, 2021

BUY
$303.68 - $356.82 $109,021 - $128,098
359 Added 14.81%
2,783 $976,000
Q3 2020

Nov 03, 2020

BUY
$291.16 - $323.7 $33,483 - $37,225
115 Added 4.98%
2,424 $756,000
Q2 2020

Jul 29, 2020

SELL
$229.49 - $311.85 $18,359 - $24,948
-80 Reduced 3.35%
2,309 $681,000
Q1 2020

Apr 17, 2020

BUY
$194.86 - $305.31 $150,821 - $236,309
774 Added 47.93%
2,389 $631,000
Q4 2019

Jan 13, 2020

BUY
$215.36 - $295.97 $19,813 - $27,229
92 Added 6.04%
1,615 $471,000
Q3 2019

Oct 25, 2019

SELL
$215.26 - $266.65 $12,700 - $15,732
-59 Reduced 3.73%
1,523 $363,000
Q2 2019

Aug 05, 2019

SELL
$216.84 - $252.28 $21,684 - $25,228
-100 Reduced 5.95%
1,582 $386,000
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $10,620 - $12,200
45 Added 2.75%
1,682 $388,000
Q3 2018

Nov 13, 2018

BUY
$246.98 - $269.65 $88,912 - $97,073
360 Added 28.19%
1,637 $436,000
Q1 2018

May 15, 2018

SELL
$212.55 - $248.47 $46,761 - $54,663
-220 Reduced 14.7%
1,277 $273,000
Q4 2017

Feb 14, 2018

BUY
$192.52 - $228.17 $42,354 - $50,197
220 Added 17.23%
1,497 $330,000
Q3 2017

Dec 05, 2017

SELL
$190.82 - $199.75 $954 - $998
-5 Reduced 0.39%
1,277 $250,000
Q2 2017

Sep 12, 2017

BUY
N/A
1,282 New
1,282 $238,000
Q3 2011

Nov 14, 2022

BUY
N/A
394
3,845 $1.94 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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