Oregon Pacific Wealth 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	$319K	Buy	1,024 +211	+26%	+$65.8K	0.3%	88
2025 Q1	$426K	Sell	813 -26	-3%	-$13.6K	0.43%	65
2024 Q4	$424K	Buy	+839	New	+$424K	0.42%	65