BankPlus Wealth Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-390	Closed	-$204K	–	102
2025 Q1	$204K	Sell	390 -7	-2%	-$3.66K	0.15%	96
2024 Q4	$201K	Buy	+397	New	+$201K	0.15%	102