Trek Financial, LLC's ownership history for UNH

Trek Financial, LLC currently holds 753 shares with a market value of $248.4K. It started holding UNH on 2024-12-31. At its peak, it held 2.6K shares on 2025-03-31. Its highest holding value was $1.4M on 2025-03-31. At its lowest, it held 692 shares on 2025-09-30, with a value of $238.8K on 2025-09-30. In the recent 180 days, Trek Financial, LLC has decreased its shares by 1.8K. In the recent year, Trek Financial, LLC has decreased its shares by 66.