Petros Family Wealth’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.64M Buy
8,473
+210
+3% +$65.5K 2.41% 7
2025
Q1
$4.33M Buy
8,263
+172
+2% +$90.1K 4.79% 3
2024
Q4
$4.09M Buy
+8,091
New +$4.09M 4.42% 3