MWP
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Meredith Wealth Planning’s UnitedHealth UNH Stock Holding History

Meredith Wealth Planning’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 		– Sell
-493
Closed -$258K – 62
2025
Q1 		$258K Buy
+493
New +$258K 0.11% 46
2023
Q1 		– Sell
-466
Closed -$247K – 67
2022
Q4 		$247K Buy
+466
New +$247K 0.21% 47