Williamson Legacy Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,351
Closed -$668K 112
2024
Q1
$668K Buy
1,351
+8
+0.6% +$3.96K 0.52% 62
2023
Q4
$707K Buy
+1,343
New +$707K 0.66% 56