Gratus Wealth Advisors’s UnitedHealth UNH Stock Holding History

Gratus Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$639K	Sell
2025 Q1	$1.23M	Hold
2024 Q4	$1.19M	Sell
2024 Q3	$1.42M	Sell
2024 Q2	$1.4M	Sell
2024 Q1	$1.28M	Buy
2023 Q4	$1.25M	Buy