Park Square Financial Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$234K Sell
749
-28
-4% -$8.74K 0.17% 94
2025
Q1
$407K Sell
777
-18
-2% -$9.43K 0.32% 49
2024
Q4
$402K Buy
+795
New +$402K 0.28% 47