Marshall Investment 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
-30
Closed -$15.6K 212
2025
Q1
$15.6K Sell
30
-21
-41% -$10.9K 0.01% 153
2024
Q4
$30.2K Buy
+51
New +$30.2K 0.02% 122