Michels Family Financial’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$241K Sell
771
-35
-4% -$10.9K 0.21% 117
2025
Q1
$422K Buy
806
+20
+3% +$10.5K 0.38% 87
2024
Q4
$398K Buy
+786
New +$398K 0.36% 91