UnitedHealth shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.9M | 14k | 494.73 |
| 2023-12-31 | $7.3M | 14k | 526.50 |
| 2023-09-30 | $6.5M | 13k | 504.17 |
| 2023-06-30 | $6.5M | 14k | 480.65 |
| 2023-03-31 | $2.7M | 5.7k | 472.60 |
| 2022-12-31 | $2.9M | 5.5k | 530.16 |
| 2022-09-30 | $1.9M | 3.8k | 505.07 |
| 2022-06-30 | $1.8M | 3.5k | 513.76 |
| 2022-03-31 | $1.6M | 3.2k | 509.97 |
| 2021-12-31 | $1.6M | 3.3k | 502.14 |
| 2021-09-30 | $1.2M | 3.0k | 390.93 |
| 2021-06-30 | $1.2M | 3.0k | 400.40 |
| 2021-03-31 | $1.1M | 3.0k | 372.05 |
| 2020-12-31 | $976k | 2.8k | 350.70 |
| 2020-09-30 | $756k | 2.4k | 311.88 |
| 2020-06-30 | $681k | 2.3k | 294.93 |
| 2020-03-31 | $631k | 2.4k | 264.13 |
| 2019-12-31 | $471k | 1.6k | 291.64 |
| 2019-09-30 | $363k | 1.5k | 238.35 |
| 2019-06-30 | $386k | 1.6k | 243.99 |
| 2019-03-31 | $388k | 1.7k | 230.68 |
| 2018-12-31 | $439k | 1.6k | 268.17 |
| 2018-09-30 | $436k | 1.6k | 266.34 |
| 2018-06-30 | $273k | 1.3k | 213.78 |
| 2018-03-31 | $273k | 1.3k | 213.78 |
| 2017-12-31 | $330k | 1.5k | 220.44 |
| 2017-09-30 | $250k | 1.3k | 195.77 |
| 2017-06-30 | $238k | 1.3k | 185.65 |
| 2017-03-31 | $219k | 1.3k | 164.04 |
| 2016-12-31 | $220k | 1.3k | 168.45 |
| 2016-09-30 | $163k | 1.2k | 140.15 |
| 2016-06-30 | $79k | 558 | 141.58 |
| 2011-09-30 | $1.9M | 3.8k | 505.07 |
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