Alteri Wealth’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
719
-863
-55% -$269K 0.09% 245
2025
Q1
$829K Buy
1,582
+415
+36% +$217K 0.36% 67
2024
Q4
$590K Buy
+1,167
New +$590K 0.16% 96