AGH Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
1,661
-524
-24% -$163K 0.43% 47
2025
Q1
$1.14M Buy
2,185
+9
+0.4% +$4.71K 1.1% 20
2024
Q4
$1.1M Buy
+2,176
New +$1.1M 1.02% 24