A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 3,383 shares of UNH stock, worth $2 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
3,383
Previous 2,208 53.22%
Holding current value
$2 Million
Previous $1.12 Million 75.89%
% of portfolio
0.79%
Previous 0.48%

Shares

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

Oct 15, 2024

BUY
$488.01 - $604.18 $573,411 - $709,911
1,175 Added 53.22%
3,383 $1.98 Million
Q2 2024

Jul 22, 2024

BUY
$439.2 - $524.63 $202,032 - $241,329
460 Added 26.32%
2,208 $1.12 Million
Q1 2024

Apr 18, 2024

BUY
$472.6 - $545.42 $6,143 - $7,090
13 Added 0.75%
1,748 $864,000
Q4 2023

Jan 09, 2024

SELL
$509.47 - $552.97 $29,039 - $31,519
-57 Reduced 3.18%
1,735 $913,000
Q3 2023

Oct 18, 2023

BUY
$447.75 - $510.93 $802,368 - $915,586
1,792 New
1,792 $903,000
Q1 2023

Apr 19, 2023

BUY
$460.33 - $518.33 $76,414 - $86,042
166 Added 11.16%
1,654 $781,000
Q4 2022

Feb 14, 2023

SELL
$498.86 - $555.15 $295,325 - $328,648
-592 Reduced 28.46%
1,488 $789,000
Q3 2022

Nov 07, 2022

SELL
$501.24 - $549.95 $20,049 - $21,998
-40 Reduced 1.89%
2,080 $1.05 Million
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $8,137 - $9,828
18 Added 0.86%
2,120 $1.04 Million
Q1 2022

Apr 29, 2022

SELL
$455.89 - $520.82 $248,915 - $284,367
-546 Reduced 20.62%
2,102 $1.07 Million
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $16,254 - $21,234
42 Added 1.61%
2,648 $1.33 Million
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $48,061 - $52,854
123 Added 4.95%
2,606 $1.02 Million
Q2 2021

Nov 12, 2021

BUY
$364.37 - $420.89 $13,117 - $15,152
36 Added 1.47%
2,483 $994,000
Q1 2021

May 14, 2021

BUY
$324.34 - $379.06 $28,541 - $33,357
88 Added 3.73%
2,447 $910,000
Q4 2020

Feb 18, 2021

BUY
$303.68 - $356.82 $26,723 - $31,400
88 Added 3.87%
2,359 $827,000
Q3 2020

Nov 16, 2020

SELL
$291.16 - $323.7 $6,114 - $6,797
-21 Reduced 0.92%
2,271 $708,000
Q2 2020

Aug 14, 2020

BUY
$229.49 - $311.85 $148,250 - $201,455
646 Added 39.25%
2,292 $676,000
Q1 2020

May 18, 2020

BUY
$194.86 - $305.31 $150,042 - $235,088
770 Added 87.9%
1,646 $410,000
Q4 2019

Feb 14, 2020

SELL
$215.36 - $295.97 $87,220 - $119,867
-405 Reduced 31.62%
876 $258,000
Q3 2019

May 28, 2020

BUY
$215.26 - $266.65 $215 - $266
1 Added 0.08%
1,281 $278,000
Q2 2019

May 28, 2020

BUY
$216.84 - $252.28 $74,159 - $86,279
342 Added 36.46%
1,280 $312,000
Q4 2018

May 28, 2020

BUY
$232.94 - $286.33 $18,635 - $22,906
80 Added 9.32%
938 $234,000
Q2 2018

May 28, 2020

SELL
$217.2 - $255.98 $11,728 - $13,822
-54 Reduced 5.92%
858 $211,000
Q1 2018

May 28, 2020

BUY
$212.55 - $248.47 $193,845 - $226,604
912 New
912 $195,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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
Track This Portfolio

Track Capital Advisory Group Advisory Services, LLC Portfolio

Follow Capital Advisory Group Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.