Capital Performance 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	$344K	Sell	1,102 -17	-2%	-$5.3K	0.07%	139
2025 Q1	$586K	Buy	+1,119	New	+$586K	0.13%	85
2024 Q4	–	Sell	-155	Closed	-$90.6K	–	2547
2024 Q3	$90.6K	Buy	+155	New	+$90.6K	0.03%	221