Investments & Financial Planning LLC’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Buy
642
+214
+50% +$66.8K 0.12% 37
2025
Q1
$224K Buy
+428
New +$224K 0.15% 33