Spartan Planning & Wealth Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$285K Buy
2023
Q4
$674K Buy
2023
Q3
$75.1K Buy
2022
Q4
$371K Sell
2022
Q3
$399K Buy
2022
Q2
$395K Buy
2022
Q1
$196K Buy