RFG - Bristol Wealth Advisors’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
-575
Closed -$301K 187
2025
Q1
$301K Buy
575
+23
+4% +$12K 0.1% 137
2024
Q4
$279K Buy
+552
New +$279K 0.09% 131