Brown Financial Advisors’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.98M	Buy	6,338 +638	+11%	+$199K	0.77%	42
2025 Q1	$2.99M	Buy	5,700 +1,012	+22%	+$530K	1.23%	24
2024 Q4	$2.37M	Sell	4,688 -54	-1%	-$27.3K	0.95%	30
2024 Q3	$2.77M	Sell	4,742 -949	-17%	-$555K	1.14%	29
2024 Q2	$2.9M	Buy	+5,691	New	+$2.9M	1.3%	18