Wingate Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-157
Closed -$79.4K 418
2024
Q4
$79.4K Buy
+157
New +$79.4K 0.08% 163