SWP
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Sagespring Wealth Partners’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.1M Sell
9,945
-6,188
-38% -$1.93M 0.07% 139
2025
Q1
$8.45M Sell
16,133
-1,381
-8% -$723K 0.21% 58
2024
Q4
$8.86M Buy
+17,514
New +$8.86M 0.23% 54