One Wealth Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,096
Closed -$574K 115
2025
Q1
$574K Sell
1,096
-59
-5% -$30.9K 0.31% 53
2024
Q4
$584K Buy
+1,155
New +$584K 0.3% 51