U.S. Wealth Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Buy
4,398
+469
+12% +$146K 1.07% 33
2025
Q1
$2.06M Sell
3,929
-165
-4% -$86.4K 1.63% 29
2024
Q4
$2.07M Buy
+4,094
New +$2.07M 1.57% 29