UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Compass Wealth Management LLC's Holding History (CIK: 0001965653)

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

Q1 2025
Shares 80 Value ($000) $42 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 150 Value ($000) $76 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 150 Value ($000) $88 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 219 Value ($000) $112 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 217 Value ($000) $107 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 266 Value ($000) $140 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 266 Value ($000) $134 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 337 Value ($000) $162 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 350 Value ($000) $165 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 332 Value ($000) $176 Avg Close $500.41 Range $460.31 - $526.71