Gutierrez Wealth Advisory’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-430
Closed -$225K 62
2025
Q1
$225K Sell
430
-24
-5% -$12.5K 0.18% 42
2024
Q4
$230K Buy
+454
New +$230K 0.19% 42