Holistic Financial Partners's ownership history for UNH

Holistic Financial Partners currently holds 1.4K shares with a market value of $466.7K. It started holding UNH on 2024-09-30. At its peak, it held 1.7K shares on 2025-09-30. Its highest holding value was $582.0K on 2025-09-30. At its lowest, it held 886 shares on 2024-09-30, with a value of $419.7K on 2025-06-30. In the recent 180 days, Holistic Financial Partners has increased its shares by 69. In the recent year, Holistic Financial Partners has increased its shares by 379.