WealthPlan Investment 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	$5.9M	Buy	21,798 +7,591	+53%	+$2.26M	0.33%	76
2025 Q4	$4.69M	Buy	14,207 +13,450	+1,777%	+$4.56M	0.3%	89
2025 Q3	$261K	Sell	757 -390	-34%	-$118K	0.02%	288
2025 Q2	$358K	Buy	1,147 +217	+23%	+$82.9K	0.03%	270
2025 Q1	$487K	Sell	930 -320	-26%	-$164K	0.05%	174
2024 Q4	$632K	Buy	1,250 +309	+33%	+$176K	0.06%	151
2024 Q3	$550K	Buy	941 +230	+32%	+$130K	0.06%	152
2024 Q2	$362K	Sell	711 -100	-12%	-$49K	0.05%	138
2024 Q1	$401K	Hold	811	–	–	0.06%	132
2023 Q4	$427K	Sell	811 -100	-11%	-$53.3K	0.07%	128
2023 Q3	$459K	Buy	911 +293	+47%	+$144K	0.08%	116
2023 Q2	$297K	Sell	618 -293	-32%	-$143K	0.09%	117
2023 Q1	$431K	Sell	911 -682	-43%	-$329K	0.07%	123
2022 Q4	$789K	Buy	1,593 +60	+4%	+$31.8K	0.06%	198
2022 Q3	$832K	Buy	+1,533	New	+$806K	0.06%	181
2022 Q1	$765K	Buy	+1,506	New	+$726K	0.05%	197