A detailed history of Zimmermann Investment Management & Planning LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 667 shares of UNH stock, worth $410,745. This represents 0.14% of its overall portfolio holdings.

Number of Shares
667
Previous 820 18.66%
Holding current value
$410,745
Previous $417,000 6.71%
% of portfolio
0.14%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$488.01 - $604.18 $74,665 - $92,439
-153 Reduced 18.66%
667 $389,000
Q2 2024

Jul 26, 2024

SELL
$439.2 - $524.63 $382,982 - $457,477
-872 Reduced 51.54%
820 $417,000
Q1 2024

Apr 22, 2024

BUY
$472.6 - $545.42 $2,835 - $3,272
6 Added 0.36%
1,692 $837,000
Q4 2023

Jan 22, 2024

BUY
$509.47 - $552.97 $12,736 - $13,824
25 Added 1.51%
1,686 $887,000
Q3 2023

Oct 31, 2023

BUY
$447.75 - $510.93 $37,611 - $42,918
84 Added 5.33%
1,661 $837,000
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $80,694 - $92,616
176 Added 12.56%
1,577 $757,000
Q1 2023

Apr 25, 2023

BUY
$460.33 - $518.33 $9,666 - $10,884
21 Added 1.52%
1,401 $662,000
Q4 2022

Jan 20, 2023

BUY
$498.86 - $555.15 $14,466 - $16,099
29 Added 2.15%
1,380 $0
Q3 2022

Nov 01, 2022

BUY
$501.24 - $549.95 $417,031 - $457,558
832 Added 160.31%
1,351 $682,000
Q2 2022

Jul 28, 2022

BUY
$452.06 - $546.01 $234,619 - $283,379
519 New
519 $267,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $576B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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