Safeguard Financial’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-398
Closed -$233K 133
2024
Q3
$233K Buy
+398
New +$233K 0.05% 110
2023
Q3
Sell
-180
Closed -$86K 521
2023
Q2
$86K Buy
+180
New +$86K 0.04% 109