Journey Beyond 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	–	Sell	-517	Closed	-$271K	–	30
2025 Q1	$271K	Sell	517 -30	-5%	-$15.7K	0.25%	27
2024 Q4	$277K	Buy	+547	New	+$277K	0.26%	26