Zimmermann Investment Management & Planning’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$390K Sell
2024
Q2
$418K Sell
2024
Q1
$837K Buy
2023
Q4
$888K Buy
2023
Q3
$837K Buy
2023
Q2
$758K Buy
2023
Q1
$662K Buy
2022
Q4
$732K Buy
2022
Q3
$682K Buy
2022
Q2
$267K Buy