Strata Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Buy
2025
Q1
$476K Sell
2024
Q4
$474K Sell
2024
Q3
$582K Buy
2024
Q2
$453K Buy