CWM
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Centricity Wealth Management’s UnitedHealth UNH Stock Holding History

Centricity Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$148K Hold
475
– – 0.12% 92
2025
Q1 		$249K Hold
475
– – 0.23% 64
2024
Q4 		$240K Buy
+475
New +$240K 0.22% 64