CWMK
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Caliber Wealth Management (Kansas)’s UnitedHealth UNH Stock Holding History

Caliber Wealth Management (Kansas)’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 		$3.23M Buy
10,360
+3,148
+44% +$982K 0.35% 60
2025
Q1 		$3.78M Buy
+7,212
New +$3.78M 0.52% 40