Riverbend Wealth Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
1,761
-812
-32% -$253K 0.42% 72
2025
Q1
$1.35M Buy
2,573
+224
+10% +$117K 1.21% 23
2024
Q4
$1.2M Buy
+2,349
New +$1.2M 1.07% 23