Trademark Financial Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-405	Closed	-$237K	–	101
2024 Q3	$237K	Sell	405 -17	-4%	-$9.94K	0.19%	82
2024 Q2	$215K	Buy	+422	New	+$215K	0.18%	82