Whipplewood Advisors, LLC's ownership history for UNH

Whipplewood Advisors, LLC currently holds 510 shares with a market value of $138.0K. It started holding UNH on 2024-12-31. At its peak, it held 1.2K shares on 2024-12-31. Its highest holding value was $625.2K on 2024-12-31. At its lowest, it held 320 shares on 2025-09-30, with a value of $109.9K on 2025-12-31. In the recent 180 days, Whipplewood Advisors, LLC has increased its shares by 190. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 612.