Sierra Ocean’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.7K Sell
127
-29
-19% -$9.07K 0.03% 219
2025
Q1
$82K Sell
156
-133
-46% -$69.9K 0.06% 116
2024
Q4
$147K Buy
+289
New +$147K 0.12% 75