Goldstone Financial Group’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	-1,169	Closed	-$591K	–	219
2024 Q4	$591K	Buy	1,169 +203	+21%	+$103K	0.09%	114
2024 Q3	$565K	Buy	966 +207	+27%	+$121K	0.1%	108
2024 Q2	$386K	Buy	+759	New	+$386K	0.08%	127