FWG Investments’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
-977
Closed -$494K 116
2024
Q4
$494K Sell
977
-7
-0.7% -$3.54K 0.38% 71
2024
Q3
$575K Buy
984
+144
+17% +$84.2K 0.5% 53
2024
Q2
$428K Buy
+840
New +$428K 0.43% 62