Kapstone Financial Advisors’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-378	Closed	-$220K	–	119
2024 Q3	$220K	Buy	+378	New	+$220K	0.13%	96
2023 Q3	–	Sell	-438	Closed	-$221K	–	98
2023 Q2	$221K	Buy	+438	New	+$221K	0.18%	90