Cary Street 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	$4.26M	Buy	13,653 +6,657	+95%	+$2.08M	0.12%	186
2025 Q1	$3.66M	Sell	6,996 -15,692	-69%	-$8.22M	0.12%	184
2024 Q4	$11.5M	Buy	+22,688	New	+$11.5M	0.37%	67