Financial & Tax Architects’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Buy
883
+14
+2% +$4.37K 0.07% 87
2025
Q1
$455K Sell
869
-2
-0.2% -$1.05K 0.11% 89
2024
Q4
$441K Buy
871
+3
+0.3% +$1.52K 0.11% 90
2024
Q3
$508K Hold
868
0.13% 79
2024
Q2
$442K Buy
+868
New +$442K 0.12% 79