Principia Wealth Advisory’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.4K Buy
43
+12
+39% +$3.74K 0.01% 146
2025
Q1
$17.9K Buy
31
+8
+35% +$4.63K 0.02% 111
2024
Q4
$11.6K Buy
+23
New +$11.6K 0.01% 120