Holos Integrated Wealth’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.3K Sell
85
-420
-83% -$105K 0.01% 152
2025
Q1
$264K Hold
505
0.17% 52
2024
Q4
$255K Buy
+505
New +$255K 0.17% 46