Milestone Investment Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-811
Closed -$409K 421
2023
Q3
$409K Buy
+811
New +$409K 0.12% 70
2023
Q2
Sell
-811
Closed -$383K 416
2023
Q1
$383K Buy
+811
New +$383K 0.12% 71