Net Worth Advisory Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$479K Sell
1,535
-2,107
-58% -$657K 0.11% 199
2025
Q1
$1.91M Buy
3,642
+21
+0.6% +$11K 0.6% 25
2024
Q4
$1.83M Sell
3,621
-42
-1% -$21.2K 0.56% 29
2024
Q3
$2.14M Buy
+3,663
New +$2.14M 0.64% 22