Waterway Wealth Management’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	-694	Closed	-$364K	–	98
2025 Q1	$364K	Buy	694 +63	+10%	+$33K	0.15%	60
2024 Q4	$319K	Buy	631 +60	+11%	+$30.4K	0.14%	62
2024 Q3	$334K	Buy	571 +41	+8%	+$24K	0.14%	54
2024 Q2	$270K	Buy	+530	New	+$270K	0.13%	51