Phoenix Wealth Advisors’s UnitedHealth UNH Stock Holding History

Phoenix Wealth Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$891K	Buy
2024 Q4	$836K	Sell
2024 Q3	$2.5M	Buy
2024 Q2	$249K	Buy
2021 Q4	–	Sell
2021 Q3	$53K	Hold
2021 Q2	$56K	Buy
2021 Q1	$48K	Buy
2020 Q4	$43K	Buy