Beta Wealth Group’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-728	Closed	-$271K	–	69
2021 Q1	$271K	Buy	+728	New	+$271K	0.2%	51
2014 Q1	$297K	Sell	3,627 -80	-2%	-$6.55K	3.47%	12
2013 Q4	$279K	Buy	+3,707	New	+$279K	3.54%	12