PIM
Plato Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Sell |
19,274
-2,274
| -11% | -$707K | 0.45% | 39 |
|
|
2025
Q1 | $11.4M | Sell |
21,548
-1,264
| -6% | -$669K | 0.96% | 14 |
|
|
2024
Q4 | $11.6M | Sell |
22,812
-454
| -2% | -$230K | 0.85% | 15 |
|
|
2024
Q3 | $13.6M | Buy |
23,266
+1,070
| +5% | +$625K | 1.1% | 11 |
|
|
2024
Q2 | $11.3M | Buy |
22,196
+2,520
| +13% | +$1.28M | 1.05% | 12 |
|
|
2024
Q1 | $9.73M | Buy |
19,676
+17,373
| +754% | +$8.59M | 1.01% | 14 |
|
|
2023
Q4 | $1.21M | Buy |
+2,303
| New | +$1.21M | 1.49% | 11 |
|