Core Wealth Partners’s UnitedHealth UNH Stock Holding History

Core Wealth Partners’s Portfolio UNH Stock Details UNH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.1M	Buy
2024 Q4	$656K	Sell
2024 Q3	$962K	Buy
2024 Q2	$610K	Buy
2024 Q1	$516K	Buy
2023 Q4	$529K	Sell
2023 Q3	$515K	Hold
2023 Q2	$491K	Buy