Copley Financial Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$426K Buy
1,364
+6
+0.4% +$1.87K 0.32% 64
2025
Q1
$711K Buy
1,358
+9
+0.7% +$4.71K 0.54% 30
2024
Q4
$682K Buy
1,349
+4
+0.3% +$2.02K 0.52% 32
2024
Q3
$786K Buy
+1,345
New +$786K 0.71% 20