Heritage Wealth Management (Ohio)’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$394K	Sell	1,262 -805	-39%	-$251K	0.13%	166
2025 Q1	$1.08M	Sell	2,067 -291	-12%	-$152K	0.37%	69
2024 Q4	$1.19M	Sell	2,358 -30	-1%	-$15.2K	0.4%	65
2024 Q3	$1.4M	Hold	2,388	–	–	0.46%	55
2024 Q2	$1.17M	Buy	+2,388	New	+$1.17M	0.39%	68