Capital Advisors Inc Unitedhealth Group Inc Transaction History

Capital Advisors Inc

$4.86 Billion
Q3 2024

A detailed history of Capital Advisors Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Advisors Inc holds 66,777 shares of UNH stock, worth $32.4 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

66,777

Previous 87,561 23.74%

Holding current value

$32.4 Million

Previous $44.6 Million 12.44%

% of portfolio

0.8%

Previous 0.94%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$488.01 - $604.18 $10.1 Million - $12.6 Million	-20,784 Reduced 23.74%	66,777 $39 Million
Q2 2024 Jul 31, 2024	SELL	$439.2 - $524.63 $5.56 Million - $6.65 Million	-12,667 Reduced 12.64%	87,561 $44.6 Million
Q1 2024 Apr 29, 2024	SELL	$472.6 - $545.42 $3.43 Million - $3.96 Million	-7,267 Reduced 6.76%	100,228 $49.6 Million
Q4 2023 Jan 29, 2024	BUY	$509.47 - $552.97 $1.75 Million - $1.9 Million	3,438 Added 3.3%	107,495 $56.6 Million
Q3 2023 Oct 24, 2023	SELL	$447.75 - $510.93 $449,988 - $513,484	-1,005 Reduced 0.96%	104,057 $52.5 Million
Q2 2023 Jul 18, 2023	BUY	$458.49 - $526.23 $1.65 Million - $1.9 Million	3,607 Added 3.56%	105,062 $50.5 Million
Q1 2023 Apr 19, 2023	BUY	$460.33 - $518.33 $4.65 Million - $5.23 Million	10,096 Added 11.05%	101,455 $47.9 Million
Q4 2022 Jan 17, 2023	BUY	$498.86 - $555.15 $671,964 - $747,787	1,347 Added 1.5%	91,359 $0
Q3 2022 Oct 17, 2022	SELL	$501.24 - $549.95 $2.33 Million - $2.56 Million	-4,649 Reduced 4.91%	90,012 $45.5 Million
Q2 2022 Jul 15, 2022	BUY	$452.06 - $546.01 $6.21 Million - $7.5 Million	13,744 Added 16.99%	94,661 $48.6 Million
Q1 2022 May 05, 2022	SELL	$455.89 - $520.82 $765,895 - $874,977	-1,680 Reduced 2.03%	80,917 $41.3 Million
Q4 2021 Jan 27, 2022	BUY	$387.01 - $505.58 $756,217 - $987,903	1,954 Added 2.42%	82,597 $41.5 Million
Q3 2021 Oct 25, 2021	BUY	$390.74 - $429.71 $1.95 Million - $2.14 Million	4,990 Added 6.6%	80,643 $31.5 Million
Q2 2021 Aug 02, 2021	BUY	$364.37 - $420.89 $1.89 Million - $2.19 Million	5,194 Added 7.37%	75,653 $30.3 Million
Q1 2021 May 25, 2021	BUY	$324.34 - $379.06 $3.68 Million - $4.3 Million	11,351 Added 19.2%	70,459 $26.2 Million
Q4 2020 Feb 08, 2021	BUY	$303.68 - $356.82 $737,638 - $866,715	2,429 Added 4.29%	59,108 $20.7 Million
Q3 2020 Nov 02, 2020	SELL	$291.16 - $323.7 $1.76 Million - $1.96 Million	-6,047 Reduced 9.64%	56,679 $17.7 Million
Q2 2020 Aug 07, 2020	BUY	$229.49 - $311.85 $909,468 - $1.24 Million	3,963 Added 6.74%	62,726 $19.7 Million
Q1 2020 May 21, 2020	SELL	$194.86 - $305.31 $680,451 - $1.07 Million	-3,492 Reduced 5.61%	58,763 $14.7 Million
Q4 2019 Feb 04, 2020	BUY	$215.36 - $295.97 $1.73 Million - $2.38 Million	8,045 Added 14.84%	62,255 $18.3 Million
Q2 2019 Aug 07, 2019	BUY	$216.84 - $252.28 $6.43 Million - $7.48 Million	29,663 Added 120.84%	54,210 $0
Q1 2019 May 10, 2019	SELL	$236.02 - $271.13 $11.7 Million - $13.4 Million	-49,402 Reduced 66.81%	24,547 $0
Q4 2018 Feb 06, 2019	BUY	$232.94 - $286.33 $537,159 - $660,276	2,306 Added 3.22%	73,949 $18.4 Million
Q3 2018 Nov 13, 2018	BUY	$246.98 - $269.65 $184,000 - $200,889	745 Added 1.05%	71,643 $19.1 Million
Q2 2018 Aug 06, 2018	SELL	$217.2 - $255.98 $304,080 - $358,372	-1,400 Reduced 1.94%	70,898 $0
Q1 2018 May 04, 2018	BUY	$212.55 - $248.47 $5.82 Million - $6.8 Million	27,359 Added 60.88%	72,298 $0
Q4 2017 Jan 29, 2018	BUY	$192.52 - $228.17 $80,280 - $95,146	417 Added 0.94%	44,939 $9.91 Million
Q3 2017 Nov 14, 2017	SELL	$190.82 - $199.75 $26,333 - $27,565	-138 Reduced 0.31%	44,522 $8.72 Million
Q2 2017 Aug 09, 2017	BUY	N/A	44,660	44,660 $8.28 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $454B
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...

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Capital Advisors Inc Unitedhealth Group Inc Transaction History