BankPlus Trust Department’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$840K	Sell	2,693 -287	-10%	-$89.5K	0.25%	83
2025 Q1	$1.56M	Buy	2,980 +96	+3%	+$50.3K	0.52%	46
2024 Q4	$1.46M	Buy	+2,884	New	+$1.46M	0.48%	51