A detailed history of Caliber Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 5,275 shares of UNH stock, worth $3.2 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
5,275
Previous 5,144 2.55%
Holding current value
$3.2 Million
Previous $2.71 Million 3.66%
% of portfolio
1.39%
Previous 1.59%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$472.6 - $545.42 $61,910 - $71,450
131 Added 2.55%
5,275 $2.61 Million
Q4 2023

Apr 22, 2024

BUY
$509.47 - $552.97 $42,795 - $46,449
84 Added 1.66%
5,144 $2.71 Million
Q3 2023

Oct 16, 2023

BUY
$447.75 - $510.93 $72,087 - $82,259
161 Added 3.29%
5,060 $2.55 Million
Q2 2023

Jul 27, 2023

BUY
$458.49 - $526.23 $1,375 - $1,578
3 Added 0.06%
4,899 $2.35 Million
Q1 2023

Apr 10, 2023

BUY
$460.33 - $518.33 $149,146 - $167,938
324 Added 7.09%
4,896 $2.31 Million
Q4 2022

Jan 24, 2023

BUY
$498.86 - $555.15 $9,478 - $10,547
19 Added 0.42%
4,572 $0
Q3 2022

Oct 17, 2022

BUY
$501.24 - $549.95 $85,712 - $94,041
171 Added 3.9%
4,553 $2.3 Million
Q2 2022

Jul 12, 2022

BUY
$452.06 - $546.01 $618,870 - $747,487
1,369 Added 45.44%
4,382 $2.25 Million
Q1 2022

Apr 14, 2022

BUY
$455.89 - $520.82 $130,840 - $149,475
287 Added 10.53%
3,013 $1.54 Million
Q4 2021

Jan 20, 2022

BUY
$387.01 - $505.58 $1.05 Million - $1.38 Million
2,726 New
2,726 $1.28 Million
Q1 2021

Apr 26, 2021

SELL
$324.34 - $379.06 $824,472 - $963,570
-2,542 Closed
0 $0
Q4 2020

Jan 19, 2021

BUY
$303.68 - $356.82 $771,954 - $907,036
2,542 New
2,542 $891,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $568B
  • 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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