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IFG Advisors’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-382
Closed -$200K 163
2025
Q1
$200K Buy
+382
New +$200K 0.04% 149
2024
Q4
Sell
-382
Closed -$223K 153
2024
Q3
$223K Buy
+382
New +$223K 0.05% 132