Financial Life Planners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-243
Closed -$127K 82
2025
Q1
$127K Sell
243
-21
-8% -$11K 0.12% 66
2024
Q4
$133K Buy
+264
New +$133K 0.11% 61