AA Financial 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
$787K Buy
2025
Q2
$688K Buy
2025
Q1
$963K Sell
2024
Q4
$947K Buy
2024
Q3
$1.01M Buy
2024
Q2
$837K Sell
2024
Q1
$1.04M Buy