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Asset Planning Inc’s UnitedHealth UNH Stock Holding History

Asset Planning Inc’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$593K Buy
1,900
+61
+3% +$19K 0.45% 41
2025
Q1 		$963K Sell
1,839
-252
-12% -$132K 0.76% 28
2024
Q4 		$1.06M Buy
+2,091
New +$1.06M 0.81% 27