Calton & Associates, Inc. Unitedhealth Group Inc Transaction History

Calton & Associates, Inc.

$193 Million
Q2 2024

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$509.47 - $552.97 $1.23 Million - $1.33 Million	-2,409 Reduced 78.73%	651 $342,000
Q3 2023 Nov 01, 2023	BUY	$447.75 - $510.93 $1.06 Million - $1.21 Million	2,378 Added 348.68%	3,060 $1.54 Million
Q2 2023 Jul 24, 2023	BUY	$458.49 - $526.23 $3,667 - $4,209	8 Added 1.19%	682 $327,000
Q1 2023 Apr 19, 2023	SELL	$460.33 - $518.33 $238,911 - $269,013	-519 Reduced 43.5%	674 $318,000
Q4 2022 Jan 18, 2023	BUY	$498.86 - $555.15 $38,412 - $42,746	77 Added 6.9%	1,193 $0
Q3 2022 Oct 31, 2022	SELL	$501.24 - $549.95 $55,637 - $61,044	-111 Reduced 9.05%	1,116 $564,000
Q2 2022 Jul 12, 2022	SELL	$452.06 - $546.01 $124,316 - $150,152	-275 Reduced 18.31%	1,227 $630,000
Q1 2022 Apr 12, 2022	SELL	$455.89 - $520.82 $76,133 - $86,976	-167 Reduced 10.01%	1,502 $766,000
Q4 2021 Jan 13, 2022	SELL	$387.01 - $505.58 $191,956 - $250,767	-496 Reduced 22.91%	1,669 $838,000
Q3 2021 Nov 05, 2021	BUY	$390.74 - $429.71 $36,338 - $39,963	93 Added 4.49%	2,165 $846,000
Q2 2021 Aug 11, 2021	SELL	$364.37 - $420.89 $21,133 - $24,411	-58 Reduced 2.72%	2,072 $832,000
Q1 2021 May 03, 2021	SELL	$324.34 - $379.06 $102,167 - $119,403	-315 Reduced 12.88%	2,130 $793,000
Q4 2020 Jan 25, 2021	BUY	$303.68 - $356.82 $14,576 - $17,127	48 Added 2.0%	2,445 $858,000
Q3 2020 Oct 30, 2020	BUY	$291.16 - $323.7 $352,012 - $391,353	1,209 Added 101.77%	2,397 $748,000
Q2 2020 Aug 10, 2020	BUY	$229.49 - $311.85 $67,470 - $91,683	294 Added 32.89%	1,188 $351,000
Q1 2020 Apr 30, 2020	SELL	$194.86 - $305.31 $248,251 - $388,964	-1,274 Reduced 58.76%	894 $223,000
Q4 2019 Feb 03, 2020	BUY	$215.36 - $295.97 $65,254 - $89,678	303 Added 16.25%	2,168 $637,000
Q3 2019 Nov 07, 2019	SELL	$215.26 - $266.65 $44,989 - $55,729	-209 Reduced 10.08%	1,865 $405,000
Q2 2019 Jul 09, 2019	BUY	$216.84 - $252.28 $83,266 - $96,875	384 Added 22.72%	2,074 $506,000
Q1 2019 Apr 25, 2019	SELL	$236.02 - $271.13 $372,911 - $428,385	-1,580 Reduced 48.32%	1,690 $418,000
Q4 2018 Feb 11, 2019	BUY	$232.94 - $286.33 $101,561 - $124,839	436 Added 15.38%	3,270 $815,000
Q3 2018 Oct 24, 2018	BUY	$246.98 - $269.65 $26,673 - $29,122	108 Added 3.96%	2,834 $754,000
Q2 2018 Aug 10, 2018	SELL	$217.2 - $255.98 $1.38 Million - $1.62 Million	-6,344 Reduced 69.94%	2,726 $706,000
Q1 2018 Apr 17, 2018	BUY	$212.55 - $248.47 $708,216 - $827,902	3,332 Added 58.07%	9,070 $1.94 Million
Q4 2017 Feb 05, 2018	BUY	$192.52 - $228.17 $1.1 Million - $1.31 Million	5,738	5,738 $1.41 Million

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

Vanguard Group Inc Valley Forge, PA

83.9M
Shares

$49.5 Billion
0.84% of portfolio
Black Rock Inc. New York, NY

73.4M
Shares

$43.3 Billion
0.86% of portfolio
State Street Corp Boston, MA

45M
Shares

$26.5 Billion
1.02% of portfolio
Capital World Investors Los Angeles, CA

28M
Shares

$16.5 Billion
2.39% of portfolio
Price T Rowe Associates Inc Baltimore, MD

26M
Shares

$15.3 Billion
1.59% of portfolio

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $551B
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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