WF
UNH icon

Whelan Financial’s UnitedHealth UNH Stock Holding History

Whelan Financial’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-403
Closed -$211K – 67
2025
Q1 		$211K Sell
403
-42
-9% -$22K 0.08% 60
2024
Q4 		$225K Buy
+445
New +$225K 0.09% 54