Heritage Oak Wealth Advisors’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	-533	Closed	-$279K	–	80
2025 Q1	$279K	Sell	533 -275	-34%	-$144K	0.12%	58
2024 Q4	$409K	Sell	808 -259	-24%	-$131K	0.19%	47
2024 Q3	$624K	Sell	1,067 -432	-29%	-$253K	0.29%	56
2024 Q2	$763K	Buy	+1,499	New	+$763K	0.39%	36