ORG Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$43.7K Sell
133
-638
-83% -$210K 0.01% 336
2025
Q1
$405K Buy
771
+241
+45% +$126K 0.12% 139
2024
Q4
$268K Sell
530
-246
-32% -$125K 0.08% 105
2024
Q3
$454K Buy
+776
New +$454K 0.15% 70