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Elm3 Financial Group’s UnitedHealth UNH Stock Holding History

Elm3 Financial Group’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
-681
Closed -$357K – 116
2025
Q1 		$357K Sell
681
-116
-15% -$60.7K 0.31% 73
2024
Q4 		$403K Buy
+797
New +$403K 0.34% 56