CIA
Compass Ion Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,121
+417
| +59% | +$130K | 0.04% | 199 |
|
|
2025
Q1 | $369K | Buy |
704
+98
| +16% | +$51.4K | 0.04% | 191 |
|
|
2024
Q4 | $307K | Buy |
606
+5
| +0.8% | +$2.53K | 0.04% | 205 |
|
|
2024
Q3 | $351K | Buy |
601
+32
| +6% | +$18.7K | 0.04% | 198 |
|
|
2024
Q2 | $282K | Hold |
569
| – | – | 0.04% | 193 |
|
|
2024
Q1 | $282K | Sell |
569
-19
| -3% | -$9.41K | 0.04% | 193 |
|
|
2023
Q4 | $310K | Sell |
588
-26
| -4% | -$13.7K | 0.05% | 181 |
|
|
2023
Q3 | $310K | Buy |
+614
| New | +$310K | 0.05% | 176 |
|