Websterrogers Financial Advisors’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	-440	Closed	-$230K	–	88
2025 Q1	$230K	Hold	440	–	–	0.08%	75
2024 Q4	$223K	Buy	+440	New	+$223K	0.08%	75