CWM
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Consultiva Wealth Management’s UnitedHealth UNH Stock Holding History

Consultiva Wealth Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$75.2K Buy
241
+50
+26% +$15.6K 0.23% 75
2025
Q1 		$100K Hold
191
– – 0.34% 53
2024
Q4 		$96.6K Buy
+191
New +$96.6K 0.48% 35