Advyzon Investment Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
3,676
+1,450
+65% +$452K 0.25% 85
2025
Q1
$1.17M Buy
2,226
+261
+13% +$137K 0.41% 43
2024
Q4
$994K Buy
+1,965
New +$994K 0.38% 50