Cerro Pacific Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,248	Closed	-$412K	–	169
2025 Q4	$412K	Sell	1,248 -395	-24%	-$134K	0.11%	113
2025 Q3	$567K	Sell	1,643 -627	-28%	-$190K	0.16%	98
2025 Q2	$708K	Sell	2,270 -64	-3%	-$24.5K	0.2%	90
2025 Q1	$1.18M	Buy	2,334 +33	+1%	+$16.9K	0.38%	58
2024 Q4	$1.35M	Sell	2,301 -5	-0.2%	-$2.84K	0.45%	56
2024 Q3	$1.17M	Hold	2,306	–	–	0.44%	57
2024 Q2	$1.17M	Buy	+2,306	New	+$1.13M	0.45%	58
2023 Q1	$996K	Buy	2,108 +80	+4%	+$38.6K	0.55%	50
2022 Q4	$1.08M	Buy	2,028 +348	+21%	+$184K	0.57%	49
2022 Q3	$848K	Buy	1,680 +358	+27%	+$188K	0.51%	53
2022 Q2	$679K	Sell	1,322 -89	-6%	-$44.7K	0.42%	63
2022 Q1	$720K	Buy	1,411 +107	+8%	+$51.6K	0.44%	72
2021 Q4	$655K	Buy	1,304 +23	+2%	+$10.4K	0.42%	74
2021 Q3	$501K	Sell	1,281 -394	-24%	-$163K	0.36%	92
2021 Q2	$671K	Buy	+1,675	New	+$668K	0.5%	64
2020 Q4	$755K	Buy	+2,153	New	+$722K	0.45%	65