Precedent Wealth Partners’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$981K Buy
3,145
+775
+33% +$242K 0.24% 105
2025
Q1
$1.24M Buy
2,370
+572
+32% +$300K 0.34% 83
2024
Q4
$910K Buy
1,798
+7
+0.4% +$3.54K 0.3% 88
2024
Q3
$1.05M Buy
+1,791
New +$1.05M 0.35% 78