Axis Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Buy
1,603
+14
+0.9% +$4.37K 0.33% 87
2025
Q1
$832K Sell
1,589
-19
-1% -$9.95K 0.62% 49
2024
Q4
$814K Buy
+1,608
New +$814K 0.69% 44