Capital Planning LLC's ownership history for UNH

Capital Planning LLC currently holds 3.2K shares with a market value of $866.7K. It started holding UNH on 2024-09-30. At its peak, it held 4.0K shares on 2025-06-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 386 shares on 2025-03-31, with a value of $202.2K on 2025-03-31. In the recent 180 days, Capital Planning LLC has decreased its shares by 820. In the recent year, Capital Planning LLC has increased its shares by 654.