LongView 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
$321K Sell
1,029
-152
-13% -$47.4K 0.1% 160
2025
Q1
$618K Sell
1,181
-4
-0.3% -$2.09K 0.19% 101
2024
Q4
$599K Buy
+1,185
New +$599K 0.18% 101
2024
Q1
Sell
-466
Closed -$251K 179
2023
Q4
$251K Buy
+466
New +$251K 0.11% 151