Planning Capital Management Corporation’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.11M Buy
1,899
+660
+53% +$386K 0.74% 38
2024
Q2
$631K Buy
1,239
+785
+173% +$400K 0.45% 43
2024
Q1
$225K Sell
454
-60
-12% -$29.7K 0.16% 76
2023
Q4
$271K Buy
+514
New +$271K 0.21% 67