Zimmermann Investment Management & Planning’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-667
| Closed | -$390K | – | 124 |
|
|
2024
Q3 | $390K | Sell |
667
-153
| -19% | -$89.5K | 0.12% | 96 |
|
|
2024
Q2 | $418K | Sell |
820
-872
| -52% | -$444K | 0.14% | 89 |
|
|
2024
Q1 | $837K | Buy |
1,692
+6
| +0.4% | +$2.97K | 0.3% | 63 |
|
|
2023
Q4 | $888K | Buy |
1,686
+25
| +2% | +$13.2K | 0.36% | 53 |
|
|
2023
Q3 | $837K | Buy |
1,661
+84
| +5% | +$42.3K | 0.4% | 52 |
|
|
2023
Q2 | $758K | Buy |
1,577
+176
| +13% | +$84.6K | 0.35% | 47 |
|
|
2023
Q1 | $662K | Buy |
1,401
+21
| +2% | +$9.93K | 0.35% | 56 |
|
|
2022
Q4 | $732K | Buy |
1,380
+29
| +2% | +$15.4K | 0.42% | 45 |
|
|
2022
Q3 | $682K | Buy |
1,351
+832
| +160% | +$420K | 0.42% | 41 |
|
|
2022
Q2 | $267K | Buy |
+519
| New | +$267K | 0.18% | 77 |
|