Chancellor Financial Group WB’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.4M Buy
4,495
+206
+5% +$64.3K 1.08% 19
2025
Q1
$2.25M Hold
4,289
1.86% 11
2024
Q4
$2.17M Buy
+4,289
New +$2.17M 1.75% 11