Foundation Wealth Management (Pennsylvania)’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$561K Buy
1,797
+32
+2% +$9.99K 0.24% 56
2025
Q1
$925K Buy
1,765
+114
+7% +$59.7K 0.44% 43
2024
Q4
$835K Buy
+1,651
New +$835K 0.4% 45