LifePlan Investment Advisors’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-428	Closed	-$217K	–	105
2024 Q4	$217K	Buy	428 +49	+13%	+$24.8K	0.13%	95
2024 Q3	$222K	Buy	+379	New	+$222K	0.14%	86