BG Investment Services’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$468K Sell
1,506
-28
-2% -$8.7K 0.58% 29
2025
Q1
$803K Sell
1,534
-54
-3% -$28.3K 0.87% 22
2024
Q4
$804K Buy
+1,588
New +$804K 0.81% 19