Optivise Advisory Services’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	-930	Closed	-$487K	–	220
2025 Q1	$487K	Buy	930 +69	+8%	+$36.2K	0.27%	86
2024 Q4	$436K	Sell	861 -28	-3%	-$14.2K	0.23%	99
2024 Q3	$520K	Sell	889 -4	-0.4%	-$2.34K	0.27%	76
2024 Q2	$455K	Buy	+893	New	+$455K	0.25%	88