APSI
Asset Planning Services Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,440
| Closed | -$6.52M | – | 35 |
|
|
2025
Q1 | $6.52M | Sell |
12,440
-240
| -2% | -$126K | 3.31% | 13 |
|
|
2024
Q4 | $6.41M | Buy |
12,680
+215
| +2% | +$109K | 3.13% | 12 |
|
|
2024
Q3 | $7.29M | Buy |
12,465
+150
| +1% | +$87.7K | 3.6% | 10 |
|
|
2024
Q2 | $6.27M | Sell |
12,315
-445
| -3% | -$227K | 3.31% | 11 |
|
|
2024
Q1 | $6.31M | Sell |
12,760
-150
| -1% | -$74.2K | 3.53% | 9 |
|
|
2023
Q4 | $6.8M | Sell |
12,910
-185
| -1% | -$97.4K | 4.13% | 6 |
|
|
2023
Q3 | $6.6M | Sell |
13,095
-1,260
| -9% | -$635K | 4.33% | 4 |
|
|
2023
Q2 | $6.9M | Sell |
14,355
-445
| -3% | -$214K | 4.25% | 5 |
|
|
2023
Q1 | $6.99M | Sell |
14,800
-1,175
| -7% | -$555K | 4.43% | 5 |
|
|
2022
Q4 | $8.47M | Buy |
15,975
+25
| +0.2% | +$13.3K | 5.36% | 2 |
|
|
2022
Q3 | $8.06M | Sell |
15,950
-50
| -0.3% | -$25.3K | 5.66% | 2 |
|
|
2022
Q2 | $8.22M | Sell |
16,000
-60
| -0.4% | -$30.8K | 5.38% | 2 |
|
|
2022
Q1 | $8.19M | Hold |
16,060
| – | – | 4.69% | 2 |
|
|
2021
Q4 | $8.06M | Sell |
16,060
-450
| -3% | -$226K | 4.34% | 4 |
|
|
2021
Q3 | $6.45M | Hold |
16,510
| – | – | 3.81% | 7 |
|
|
2021
Q2 | $6.61M | Buy |
16,510
+85
| +0.5% | +$34K | 3.82% | 7 |
|
|
2021
Q1 | $6.11M | Sell |
16,425
-450
| -3% | -$167K | 3.69% | 9 |
|
|
2020
Q4 | $5.92M | Sell |
16,875
-75
| -0.4% | -$26.3K | 3.79% | 9 |
|
|
2020
Q3 | $5.29M | Hold |
16,950
| – | – | 3.62% | 10 |
|
|
2020
Q2 | $5M | Buy |
16,950
+30
| +0.2% | +$8.85K | 3.61% | 13 |
|
|
2020
Q1 | $4.22M | Buy |
16,920
+775
| +5% | +$193K | 3.48% | 12 |
|
|
2019
Q4 | $4.75M | Buy |
16,145
+50
| +0.3% | +$14.7K | 3.02% | 21 |
|
|
2019
Q3 | $3.5M | Sell |
16,095
-630
| -4% | -$137K | 2.27% | 28 |
|
|
2019
Q2 | $4.08M | Buy |
16,725
+800
| +5% | +$195K | 2.66% | 24 |
|
|
2019
Q1 | $3.94M | Buy |
+15,925
| New | +$3.94M | 2.7% | 24 |
|