Peak Financial 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	$2.3M	Buy	+7,368	New	+$2.3M	1.18%	33
2024 Q2	–	Sell	-5,762	Closed	-$2.85M	–	86
2024 Q1	$2.85M	Buy	+5,762	New	+$2.85M	1.74%	24