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Discipline Wealth Solutions’s UnitedHealth UNH Stock Holding History

Discipline Wealth Solutions’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$348K Buy
1,116
+24
+2% +$7.49K 0.13% 74
2025
Q1 		$572K Hold
1,092
– – 0.27% 42
2024
Q4 		$552K Buy
1,092
+138
+14% +$69.8K 0.26% 48
2024
Q3 		$558K Buy
+954
New +$558K 0.29% 42