CPA
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Compass Planning Associates’s UnitedHealth UNH Stock Holding History

Compass Planning Associates’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$46.3K Hold
148
– – 0.04% 61
2025
Q1 		$77.3K Buy
148
+1
+0.7% +$523 0.08% 49
2024
Q4 		$74.5K Buy
+147
New +$74.5K 0.08% 50