Synergy Financial Group’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	-416	Closed	-$218K	–	113
2025 Q1	$218K	Sell	416 -20	-5%	-$10.5K	0.2%	101
2024 Q4	$221K	Buy	436 +15	+4%	+$7.59K	0.18%	93
2024 Q3	$246K	Buy	+421	New	+$246K	0.23%	84