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Genesis Private Wealth’s UnitedHealth UNH Stock Holding History

Genesis Private Wealth’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-538
Closed -$282K – 167
2025
Q1 		$282K Buy
538
+64
+14% +$33.5K 0.15% 91
2024
Q4 		$240K Buy
+474
New +$240K 0.13% 106