A detailed history of Calton & Associates, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Calton & Associates, Inc. holds 2,652 shares of UNH stock, worth $1.33 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
2,652
Previous 178,173 98.51%
Holding current value
$1.33 Million
Previous $104 Million 98.51%
% of portfolio
0.62%
Previous 17.61%

Shares

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

Oct 21, 2024

SELL
$488.01 - $604.18 $85.7 Million - $106 Million
-175,521 Reduced 98.51%
2,652 $1.55 Million
Q3 2024

Oct 18, 2024

BUY
$488.01 - $604.18 $87 Million - $108 Million
178,173 New
178,173 $104 Million
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

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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