Canandaigua National Trust of Florida’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$236K	Sell	758 -75	-9%	-$23.4K	0.17%	113
2025 Q1	$436K	Sell	833 -42	-5%	-$22K	0.38%	64
2024 Q4	$443K	Buy	875 +121	+16%	+$61.2K	0.35%	69
2024 Q3	$441K	Buy	+754	New	+$441K	0.38%	66