IFC 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
-8,454
Closed -$4.43M 181
2025
Q1
$4.43M Buy
8,454
+486
+6% +$255K 0.92% 22
2024
Q4
$4.03M Buy
+7,968
New +$4.03M 0.88% 23