A detailed history of Compass Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Compass Wealth Management LLC holds 219 shares of UNH stock, worth $129,472. This represents 0.03% of its overall portfolio holdings.

Number of Shares
219
Previous 217 0.92%
Holding current value
$129,472
Previous $107 Million 3.89%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 16, 2024

BUY
$439.2 - $524.63 $878 - $1,049
2 Added 0.92%
219 $112 Million
Q1 2024

Apr 05, 2024

SELL
$472.6 - $545.42 $23,157 - $26,725
-49 Reduced 18.42%
217 $107 Million
Q3 2023

Oct 25, 2023

SELL
$447.75 - $510.93 $31,790 - $36,276
-71 Reduced 21.07%
266 $134 Million
Q2 2023

Jul 27, 2023

SELL
$458.49 - $526.23 $5,960 - $6,840
-13 Reduced 3.71%
337 $162 Million
Q1 2023

May 15, 2023

BUY
$460.33 - $518.33 $8,285 - $9,329
18 Added 5.42%
350 $165 Million
Q4 2022

Feb 17, 2023

BUY
$498.86 - $555.15 $165,621 - $184,309
332 New
332 $176 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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