Heritage Oak Wealth Advisors’s UnitedHealth UNH Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$279K	Sell
2024 Q4	$409K	Sell
2024 Q3	$624K	Sell
2024 Q2	$763K	Buy