CWA
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Crux Wealth Advisors’s UnitedHealth UNH Stock Holding History

Crux Wealth Advisors’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 		$625K Buy
2,002
+192
+11% +$59.9K 0.27% 97
2025
Q1 		$948K Sell
1,810
-133
-7% -$69.7K 0.49% 68
2024
Q4 		$983K Buy
+1,943
New +$983K 0.55% 62