HMV 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
$218K Sell
700
-1,127
-62% -$352K 0.14% 76
2025
Q1
$957K Sell
1,827
-30
-2% -$15.7K 0.76% 33
2024
Q4
$939K Buy
+1,857
New +$939K 0.94% 30