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Steward Partners Investment Solutions’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$7.91M Buy
15,996
+11,125
+228% +$5.5M 1.33% 18
2023
Q4
$2.56M Buy
+4,871
New +$2.56M 1.07% 19