Burling 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	–	Sell	-3,082	Closed	-$1.61M	–	180
2025 Q1	$1.61M	Sell	3,082 -6,287	-67%	-$3.29M	0.34%	71
2024 Q4	$4.74M	Buy	+9,369	New	+$4.74M	0.97%	29