Symphony Financial Services’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	-741	Closed	-$388K	–	95
2025 Q1	$388K	Sell	741 -30	-4%	-$15.7K	0.25%	52
2024 Q4	$390K	Sell	771 -261	-25%	-$132K	0.31%	48
2024 Q3	$480K	Buy	1,032 +181	+21%	+$84.2K	0.41%	42
2024 Q2	$519K	Buy	+851	New	+$519K	0.45%	42