Planning Directions’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-909	Closed	-$476K	–	113
2025 Q1	$476K	Buy	+909	New	+$476K	0.2%	66
2020 Q2	–	Sell	-2,164	Closed	-$540K	–	99
2020 Q1	$540K	Buy	+2,164	New	+$540K	0.76%	33