Traphagen Investment Advisors’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,039	Closed	-$343K	–	214
2025 Q4	$343K	Sell	1,039 -136	-12%	-$46.1K	0.03%	145
2025 Q3	$406K	Sell	1,175 -231	-16%	-$69.9K	0.03%	131
2025 Q2	$439K	Buy	1,406 +238	+20%	+$91K	0.04%	126
2025 Q1	$612K	Sell	1,168 -4	-0.3%	-$2.04K	0.06%	99
2024 Q4	$593K	Buy	1,172 +167	+17%	+$94.9K	0.06%	101
2024 Q3	$588K	Buy	1,005 +7	+0.7%	+$3.96K	0.06%	98
2024 Q2	$508K	Sell	998 -7	-0.7%	-$3.43K	0.06%	102
2024 Q1	$497K	Sell	1,005 -45	-4%	-$22.9K	0.05%	104
2023 Q4	$553K	Buy	1,050 +193	+23%	+$103K	0.06%	92
2023 Q3	$432K	Sell	857 -21	-2%	-$10.3K	0.05%	97
2023 Q2	$422K	Buy	878 +11	+1%	+$5.38K	0.05%	100
2023 Q1	$410K	Buy	867 +83	+11%	+$40.1K	0.06%	98
2022 Q4	$416K	Buy	784 +24	+3%	+$12.7K	0.07%	91
2022 Q3	$384K	Sell	760 -27	-3%	-$14.2K	0.07%	82
2022 Q2	$404K	Buy	787 +66	+9%	+$33.1K	0.07%	84
2022 Q1	$367K	Buy	721 +59	+9%	+$28.5K	0.06%	93
2021 Q4	$332K	Buy	+662	New	+$300K	0.05%	105