Asset Planning Services Inc’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $6.51M | Sell |
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|
2024
Q4 | $6.41M | Buy |
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|
2024
Q3 | $7.29M | Buy |
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|
2024
Q2 | $6.27M | Sell |
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|
2024
Q1 | $6.31M | Sell |
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|
2023
Q4 | $6.8M | Sell |
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|
2023
Q3 | $6.6M | Sell |
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|
2023
Q2 | $6.9M | Sell |
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|
2023
Q1 | $6.99M | Sell |
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|
2022
Q4 | $8.47M | Buy |
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|
2022
Q3 | $8.05M | Sell |
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|
2022
Q2 | $8.22M | Sell |
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|
2022
Q1 | $8.19M | Hold |
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|
2021
Q4 | $8.06M | Sell |
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|
2021
Q3 | $6.45M | Hold |
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|
2021
Q2 | $6.61M | Buy |
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|
2021
Q1 | $6.11M | Sell |
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|
2020
Q4 | $5.92M | Sell |
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|
2020
Q3 | $5.29M | Hold |
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|
2020
Q2 | $5M | Buy |
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|
2020
Q1 | $4.22M | Buy |
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|
2019
Q4 | $4.75M | Buy |
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|
2019
Q3 | $3.5M | Sell |
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|
2019
Q2 | $4.08M | Buy |
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|
2019
Q1 | $3.94M | Buy |
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