A detailed history of Capital Advisors Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 475 shares of UNH stock, worth $279,841. This represents 0.05% of its overall portfolio holdings.

Number of Shares
475
Previous 462 2.81%
Holding current value
$279,841
Previous $228,000 5.7%
% of portfolio
0.05%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$439.2 - $524.63 $5,709 - $6,820
13 Added 2.81%
475 $241,000
Q1 2024

Apr 12, 2024

SELL
$472.6 - $545.42 $675,345 - $779,405
-1,429 Reduced 75.57%
462 $228,000
Q4 2023

Jan 08, 2024

BUY
$509.47 - $552.97 $44,833 - $48,661
88 Added 4.88%
1,891 $995,000
Q3 2023

Oct 10, 2023

BUY
$447.75 - $510.93 $13,432 - $15,327
30 Added 1.69%
1,803 $909,000
Q2 2023

Jul 11, 2023

BUY
$458.49 - $526.23 $61,896 - $71,041
135 Added 8.24%
1,773 $852,000
Q1 2023

Apr 14, 2023

SELL
$460.33 - $518.33 $39,128 - $44,058
-85 Reduced 4.93%
1,638 $774,000
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $173,603 - $193,192
348 Added 25.31%
1,723 $913,000
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $100,248 - $109,990
200 Added 17.02%
1,375 $695,000
Q2 2022

Aug 04, 2022

BUY
$452.06 - $546.01 $531,170 - $641,561
1,175 New
1,175 $603,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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