SFG
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Shum Financial Group’s UnitedHealth UNH Stock Holding History

Shum Financial Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$2.34M Buy
4,471
+710
+19% +$372K 2.03% 15
2024
Q4 		$1.9M Buy
3,761
+86
+2% +$43.5K 1.64% 21
2024
Q3 		$2.08M Buy
+3,675
New +$2.08M 1.74% 19