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CVFG LLC’s UnitedHealth UNH Stock Holding History

CVFG LLC’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 		– Sell
-489
Closed -$256K – 98
2025
Q1 		$256K Buy
489
+28
+6% +$14.7K 0.23% 77
2024
Q4 		$233K Buy
+461
New +$233K 0.21% 80