A detailed history of Cape Investment Advisory, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,663 shares of UNH stock, worth $831,716. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,663
Previous 1,684 1.25%
Holding current value
$831,716
Previous $858 Million 13.39%
% of portfolio
0.39%
Previous 0.39%

Shares

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

Nov 14, 2024

SELL
$488.01 - $604.18 $10,248 - $12,687
-21 Reduced 1.25%
1,663 $972 Million
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $31,183 - $37,248
71 Added 4.4%
1,684 $858 Million
Q1 2024

Jun 21, 2024

SELL
$472.6 - $545.42 $5,671 - $6,545
-12 Reduced 0.74%
1,613 $798 Million
Q4 2023

Feb 12, 2024

BUY
$509.47 - $552.97 $5,604 - $6,082
11 Added 0.68%
1,625 $855 Million
Q3 2023

Nov 06, 2023

BUY
$447.75 - $510.93 $1,343 - $1,532
3 Added 0.19%
1,614 $814 Million
Q2 2023

Oct 12, 2023

SELL
$458.49 - $526.23 $17,422 - $19,996
-38 Reduced 2.3%
1,611 $774 Million
Q1 2023

Oct 12, 2023

BUY
$460.33 - $518.33 $759,084 - $854,726
1,649 New
1,649 $779 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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