Lionshead Wealth Management’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	-568	Closed	-$297K	–	98
2025 Q1	$297K	Sell	568 -146	-20%	-$76.5K	0.31%	69
2024 Q4	$361K	Buy	+714	New	+$361K	0.26%	75