CAG
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Centerpoint Advisory Group’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$249K Buy
799
+83
+12% +$25.9K 0.22% 86
2025
Q1
$375K Sell
716
-189
-21% -$99K 0.37% 63
2024
Q4
$458K Buy
+905
New +$458K 0.44% 53