A detailed history of Canvas Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,218 shares of UNH stock, worth $739,070. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,218
Previous 934 30.41%
Holding current value
$739,070
Previous $475,000 49.89%
% of portfolio
0.2%
Previous 0.15%

Shares

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

Oct 15, 2024

BUY
$488.01 - $604.18 $138,594 - $171,587
284 Added 30.41%
1,218 $712,000
Q2 2024

Aug 01, 2024

BUY
$439.2 - $524.63 $29,426 - $35,150
67 Added 7.73%
934 $475,000
Q1 2024

Apr 23, 2024

BUY
$472.6 - $545.42 $34,027 - $39,270
72 Added 9.06%
867 $428,000
Q4 2023

Jan 17, 2024

BUY
$509.47 - $552.97 $25,473 - $27,648
50 Added 6.71%
795 $418,000
Q3 2023

Oct 24, 2023

BUY
$447.75 - $510.93 $7,611 - $8,685
17 Added 2.34%
745 $375,000
Q2 2023

Jul 25, 2023

SELL
$458.49 - $526.23 $85,737 - $98,405
-187 Reduced 20.44%
728 $349,000
Q1 2023

Apr 28, 2023

BUY
$460.33 - $518.33 $108,637 - $122,325
236 Added 34.76%
915 $432,000
Q4 2022

Jan 23, 2023

BUY
$498.86 - $555.15 $15,464 - $17,209
31 Added 4.78%
679 $0
Q3 2022

Oct 28, 2022

BUY
$501.24 - $549.95 $67,667 - $74,243
135 Added 26.32%
648 $352,000
Q2 2022

Jul 25, 2022

SELL
$452.06 - $546.01 $120,700 - $145,784
-267 Reduced 34.23%
513 $263,000
Q1 2022

May 09, 2022

BUY
$455.89 - $520.82 $171,414 - $195,828
376 Added 93.07%
780 $390,000
Q4 2021

Jan 19, 2022

BUY
$387.01 - $505.58 $156,352 - $204,254
404 New
404 $203,000

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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