UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Compass Ion Advisors, LLC's Holding History (CIK: 0001621100)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,007 Value ($000) $332 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 1,142 Value ($000) $394 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 1,121 Value ($000) $350 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 704 Value ($000) $369 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 606 Value ($000) $307 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 601 Value ($000) $351 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 569 Value ($000) $282 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 569 Value ($000) $282 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 588 Value ($000) $310 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 614 Value ($000) $310 Avg Close $469.94 Range $426.58 - $492.38