Pacific Point Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
5,145
+1,187
+30% +$370K 0.87% 26
2025
Q1
$2.07M Buy
3,958
+89
+2% +$46.6K 1.15% 15
2024
Q4
$2.11M Buy
+3,869
New +$2.11M 1.28% 13