James J. Burns & Company’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Buy	3,460 +41	+1%	+$12.8K	0.18%	60
2025 Q1	$1.79M	Buy	3,419 +10	+0.3%	+$5.24K	0.32%	46
2024 Q4	$1.72M	Sell	3,409 -86	-2%	-$43.5K	0.3%	48
2024 Q3	$2.04M	Buy	3,495 +13	+0.4%	+$7.6K	0.37%	42
2024 Q2	$1.77M	Buy	+3,482	New	+$1.77M	0.35%	45