Allium Financial 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
$405K Sell
1,299
-8
-0.6% -$2.5K 0.3% 48
2025
Q1
$685K Buy
+1,307
New +$685K 0.62% 27