Stewardship Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-663
Closed -$347K 160
2025
Q1
$347K Buy
663
+26
+4% +$13.6K 0.09% 102
2024
Q4
$322K Buy
637
+122
+24% +$61.7K 0.09% 119
2024
Q3
$301K Buy
+515
New +$301K 0.09% 103