WMG Financial Advisors’s UnitedHealth UNH Stock Holding History

WMG Financial Advisors’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$559K	Buy
2025 Q2	$484K	Buy
2025 Q1	$603K	Sell
2024 Q4	$585K	Buy
2023 Q2	–	Sell
2023 Q1	$258K	Sell
2022 Q4	$579K	Buy
2022 Q3	$217K	Sell
2022 Q2	$229K	Sell
2022 Q1	$256K	Buy