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Synergy Investment Management’s UnitedHealth UNH Stock Holding History

Synergy Investment Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$547K Sell
1,754
-17
-1% -$5.3K 0.33% 39
2025
Q1 		$928K Hold
1,771
– – 0.39% 50
2024
Q4 		$896K Buy
+1,771
New +$896K 0.39% 44