Capital Planning Advisors, LLC's ownership history for UNH

Capital Planning Advisors, LLC currently holds 4.6K shares with a market value of $1.5M. It started holding UNH on 2024-09-30. At its peak, it held 13.5K shares on 2024-12-31. Its highest holding value was $7.4M on 2024-09-30. At its lowest, it held 4.6K shares on 2025-12-31, with a value of $1.5M on 2025-06-30. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 195. In the recent year, Capital Planning Advisors, LLC has decreased its shares by 8.9K.