Northwest Financial Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-332
Closed -$194K 512
2024
Q3
$194K Buy
+332
New +$194K 0.15% 105
2024
Q1
Sell
-331
Closed -$174K 500
2023
Q4
$174K Buy
+331
New +$174K 0.15% 96