BlueStem Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.17M Buy
3,762
+234
+7% +$73K 0.14% 45
2025
Q1
$1.85M Sell
3,528
-35
-1% -$18.3K 0.25% 35
2024
Q4
$1.8M Buy
+3,563
New +$1.8M 0.24% 37