AdviceOne Advisory Services’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-540	Closed	-$283K	–	35
2025 Q1	$283K	Sell	540 -26	-5%	-$13.6K	0.23%	23
2024 Q4	$286K	Buy	+566	New	+$286K	0.25%	20