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Whipplewood Advisors’s UnitedHealth UNH Stock Holding History

Whipplewood Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$306K Sell
981
-141
-13% -$44K 0.17% 123
2025
Q1 		$621K Sell
1,122
-114
-9% -$63.1K 0.37% 70
2024
Q4 		$625K Buy
+1,236
New +$625K 0.36% 71