Vance 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
Sell
-429
Closed -$225K 120
2025
Q1
$225K Buy
429
+31
+8% +$16.2K 0.08% 95
2024
Q4
$201K Buy
398
+17
+4% +$8.6K 0.08% 98
2024
Q3
$223K Buy
+381
New +$223K 0.08% 90