CP
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Capital Planning’s UnitedHealth UNH Stock Holding History

Capital Planning’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 		– Sell
-386
Closed -$202K – 100
2025
Q1 		$202K Sell
386
-105
-21% -$55K 0.06% 95
2024
Q4 		$248K Buy
491
+79
+19% +$40K 0.07% 83
2024
Q3 		$241K Buy
+412
New +$241K 0.07% 79