BWS
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Broadway Wealth Solutions’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,151
Closed -$603K 99
2025
Q1
$603K Buy
1,151
+24
+2% +$12.6K 0.44% 20
2024
Q4
$570K Buy
+1,127
New +$570K 0.43% 23