McCarter Private Wealth Services’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	-3,375	Closed	-$1.77M	–	121
2025 Q1	$1.77M	Sell	3,375 -1,904	-36%	-$997K	1.16%	27
2024 Q4	$2.67M	Sell	5,279 -1,157	-18%	-$585K	1.69%	20
2024 Q3	$3.76M	Buy	+6,436	New	+$3.76M	2.38%	12