Morey & Quinn Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$555K Buy
1,778
+77
+5% +$24K 0.44% 55
2025
Q1
$891K Buy
1,701
+69
+4% +$36.1K 0.74% 31
2024
Q4
$826K Buy
+1,632
New +$826K 0.7% 32