Brio Consultants’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Buy
644
+150
+30% +$46.8K 0.03% 131
2025
Q1
$259K Buy
494
+67
+16% +$35.1K 0.04% 101
2024
Q4
$216K Buy
+427
New +$216K 0.03% 104