AssuredPartners Investment Advisors’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$392K	Sell	1,256 -5,214	-81%	-$1.63M	0.1%	158
2025 Q1	$3.39M	Sell	6,470 -726	-10%	-$380K	0.65%	39
2024 Q4	$3.64M	Buy	+7,196	New	+$3.64M	0.71%	36