A detailed history of Cm Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 500 shares of UNH stock, worth $250,065. This represents 0.1% of its overall portfolio holdings.

Number of Shares
500
Previous 465 7.53%
Holding current value
$250,065
Previous $236,000 23.73%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Nov 12, 2024

BUY
$488.01 - $604.18 $17,080 - $21,146
35 Added 7.53%
500 $292,000
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $219,759 - $253,620
465 New
465 $230,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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