Balance Wealth, LLC's ownership history for UNH

Balance Wealth, LLC currently holds 1.3K shares with a market value of $433.2K. It started holding UNH on 2025-03-31. At its peak, it held 1.3K shares on 2025-09-30. Its highest holding value was $433.2K on 2025-09-30. At its lowest, it held 818 shares on 2025-03-31, with a value of $312.6K on 2025-06-30. In the recent 180 days, Balance Wealth, LLC has increased its shares by 437.