XY Planning Network’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
754
+5
+0.7% +$1.56K 0.08% 159
2025
Q1
$392K Buy
749
+3
+0.4% +$1.57K 0.26% 72
2024
Q4
$377K Buy
+746
New +$377K 0.28% 65