MSWA
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Marshall & Sterling Wealth Advisors’s UnitedHealth UNH Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$57.2K Buy
186
+21
+13% +$6.46K 0.04% 146
2025
Q1 		$86.6K Buy
165
+113
+217% +$59.3K 0.06% 111
2024
Q4 		$25.9K Buy
+52
New +$25.9K 0.02% 177