AFM
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Aspetuck Financial Management’s UnitedHealth UNH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
1,254
-55
-4% -$17.2K 0.29% 56
2025
Q1
$686K Sell
1,309
-5
-0.4% -$2.62K 0.59% 35
2024
Q4
$665K Buy
+1,314
New +$665K 0.52% 37