Wiser Wealth Management’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	-469	Closed	-$246K	–	53
2025 Q1	$246K	Sell	469 -13	-3%	-$6.81K	0.07%	45
2024 Q4	$244K	Buy	482 +61	+14%	+$30.9K	0.07%	42
2024 Q3	$246K	Buy	+421	New	+$246K	0.07%	42