Elser Financial Planning’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,035	Closed	-$524K	–	105
2024 Q4	$524K	Buy	+1,035	New	+$524K	0.03%	54
2024 Q3	–	Sell	-975	Closed	-$497K	–	100
2024 Q2	$497K	Buy	+975	New	+$497K	0.08%	51