DFP
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Defined Financial Planning’s UnitedHealth UNH Stock Holding History

Defined Financial Planning’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
-524
Closed -$274K – 90
2025
Q1 		$274K Sell
524
-552
-51% -$289K 0.28% 60
2024
Q4 		$544K Buy
+1,076
New +$544K 0.58% 31