Twelve Points Wealth Management’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	$669K	Buy	2,471 +200	+9%	+$59.6K	0.15%	118
2025 Q4	$781K	Sell	2,271 -905	-28%	-$307K	0.18%	108
2025 Q3	$1.1M	Buy	3,176 +213	+7%	+$64.4K	0.27%	93
2025 Q2	$925K	Buy	2,963 +1,005	+51%	+$384K	0.25%	101
2025 Q1	$1.03M	Buy	1,958 +303	+18%	+$155K	0.28%	85
2024 Q4	$837K	Buy	1,655 +407	+33%	+$231K	0.24%	96
2024 Q3	$730K	Buy	1,248 +156	+14%	+$88.2K	0.23%	98
2024 Q2	$556K	Buy	1,092 +75	+7%	+$36.8K	0.2%	110
2024 Q1	$503K	Sell	1,017 -92	-8%	-$46.8K	0.18%	113
2023 Q4	$584K	Buy	1,109 +103	+10%	+$54.9K	0.28%	97
2023 Q3	$507K	Buy	1,006 +50	+5%	+$24.6K	0.25%	107
2023 Q2	$459K	Buy	956 +160	+20%	+$78.2K	0.24%	120
2023 Q1	$376K	Buy	796 +19	+2%	+$9.17K	0.22%	131
2022 Q4	$412K	Buy	777 +7	+0.9%	+$3.71K	0.28%	109
2022 Q3	$389K	Buy	770 +22	+3%	+$11.6K	0.3%	112
2022 Q2	$384K	Buy	748 +63	+9%	+$31.6K	0.3%	117
2022 Q1	$349K	Buy	685 +26	+4%	+$12.5K	0.26%	126
2021 Q4	$331K	Buy	+659	New	+$298K	0.27%	125