Balance 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
$313K Buy
1,002
+184
+22% +$57.4K 0.18% 84
2025
Q1
$428K Buy
+818
New +$428K 0.28% 79