A detailed history of Cassaday & CO Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 6,094 shares of UNH stock, worth $3.64 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,094
Previous 5,553 9.74%
Holding current value
$3.64 Million
Previous $2.75 Million 12.96%
% of portfolio
0.11%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $237,607 - $283,824
541 Added 9.74%
6,094 $3.1 Million
Q1 2024

May 08, 2024

BUY
$472.6 - $545.42 $183,841 - $212,168
389 Added 7.53%
5,553 $2.75 Million
Q4 2023

Feb 09, 2024

BUY
$509.47 - $552.97 $33,115 - $35,943
65 Added 1.27%
5,164 $2.72 Million
Q3 2023

Nov 06, 2023

BUY
$447.75 - $510.93 $27,312 - $31,166
61 Added 1.21%
5,099 $2.57 Million
Q2 2023

Aug 07, 2023

SELL
$458.49 - $526.23 $34,386 - $39,467
-75 Reduced 1.47%
5,038 $2.42 Million
Q1 2023

May 03, 2023

BUY
$460.33 - $518.33 $28,540 - $32,136
62 Added 1.23%
5,113 $2.42 Million
Q4 2022

Feb 07, 2023

BUY
$498.86 - $555.15 $2.52 Million - $2.8 Million
5,051 New
5,051 $0

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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