BTWM
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Brass Tax Wealth Management’s UnitedHealth UNH Stock Holding History

Brass Tax Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Sell
744
-12
-2% -$3.75K 0.04% 201
2025
Q1 		$396K Buy
756
+40
+6% +$21K 0.08% 120
2024
Q4 		$362K Buy
716
+42
+6% +$21.3K 0.08% 123
2024
Q3 		$394K Buy
+674
New +$394K 0.08% 111