Rollins Financial Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-549
Closed -$278K 141
2024
Q4
$278K Sell
549
-48
-8% -$24.3K 0.04% 107
2024
Q3
$349K Buy
597
+70
+13% +$40.9K 0.06% 96
2024
Q2
$268K Hold
527
0.05% 105
2024
Q1
$260K Buy
+527
New +$260K 0.05% 100