Accordant Advisory Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624 Buy
+2
New +$624 ﹤0.01% 164
2024
Q2
Sell
-314
Closed -$155K 223
2024
Q1
$155K Buy
+314
New +$155K 0.12% 96