Talon Private Wealth’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$82.7K Sell
265
-179
-40% -$55.9K 0.01% 184
2025
Q1
$228K Sell
444
-933
-68% -$479K 0.03% 169
2024
Q4
$697K Buy
1,377
+1,210
+725% +$612K 0.15% 67
2024
Q3
$97.6K Buy
+167
New +$97.6K 0.02% 93