Heritage Family Offices’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.51M	Hold	2,921	–	–	0.76%	31
2025 Q1	$1.53M	Buy	2,921 +124	+4%	+$64.9K	0.78%	30
2024 Q4	$1.41M	Buy	2,797 +147	+6%	+$74.4K	0.71%	31
2024 Q3	$1.55M	Sell	2,650 -42	-2%	-$24.6K	0.8%	29
2024 Q2	$1.37M	Buy	+2,692	New	+$1.37M	0.76%	31