Potentia 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
Sell
-490
Closed -$257K 93
2025
Q1
$257K Hold
490
0.12% 83
2024
Q4
$248K Buy
+490
New +$248K 0.11% 89