Beta Wealth Group’s UnitedHealth UNH Stock Holding History

Beta Wealth Group’s Portfolio UNH Stock Details UNH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell
2021 Q1	$271K	Buy
2014 Q1	$297K	Sell
2013 Q4	$279K	Buy