Cypress Advisory 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
$928K Sell
2,974
-410
-12% -$128K 0.72% 42
2025
Q1
$1.77M Sell
3,384
-1,252
-27% -$656K 1.62% 17
2024
Q4
$2.35M Buy
+4,636
New +$2.35M 2.16% 13