Vertex Planning Partners’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	-447	Closed	-$234K	–	195
2025 Q1	$234K	Buy	+447	New	+$234K	0.05%	167
2023 Q1	–	Sell	-1,086	Closed	-$576K	–	148
2022 Q4	$576K	Buy	+1,086	New	+$576K	0.22%	62