QTR Family 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
$374K Buy
1,200
+291
+32% +$90.8K 0.23% 99
2025
Q1
$476K Buy
+909
New +$476K 0.36% 70