GEN Financial Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
773
-1,158
-60% -$361K 0.2% 42
2025
Q1
$1.01M Sell
1,931
-20
-1% -$10.5K 0.69% 16
2024
Q4
$987K Buy
+1,951
New +$987K 0.64% 19