A detailed history of Capital Asset Advisory Services LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 6,583 shares of UNH stock, worth $3.99 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,583
Previous 6,659 1.14%
Holding current value
$3.99 Million
Previous $3.39 Million 13.48%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Oct 17, 2024

SELL
$488.01 - $604.18 $37,088 - $45,917
-76 Reduced 1.14%
6,583 $3.85 Million
Q2 2024

Jul 24, 2024

SELL
$439.2 - $524.63 $204,667 - $244,477
-466 Reduced 6.54%
6,659 $3.39 Million
Q1 2024

Apr 16, 2024

BUY
$472.6 - $545.42 $301,518 - $347,977
638 Added 9.84%
7,125 $3.52 Million
Q4 2023

Jan 09, 2024

BUY
$509.47 - $552.97 $244,036 - $264,872
479 Added 7.97%
6,487 $3.42 Million
Q3 2023

Oct 18, 2023

BUY
$447.75 - $510.93 $489,838 - $558,957
1,094 Added 22.26%
6,008 $3.03 Million
Q2 2023

Aug 02, 2023

BUY
$458.49 - $526.23 $115,997 - $133,136
253 Added 5.43%
4,914 $2.36 Million
Q1 2023

May 12, 2023

BUY
$460.33 - $518.33 $151,908 - $171,048
330 Added 7.62%
4,661 $2.2 Million
Q4 2022

Mar 08, 2023

BUY
$498.86 - $555.15 $353,192 - $393,046
708 Added 19.54%
4,331 $2.3 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $252,624 - $277,174
504 Added 16.16%
3,623 $1.83 Million
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $34,356 - $41,496
76 Added 2.5%
3,119 $1.6 Million
Q1 2022

Apr 29, 2022

SELL
$455.89 - $520.82 $30,088 - $34,374
-66 Reduced 2.12%
3,043 $1.55 Million
Q4 2021

Feb 04, 2022

SELL
$387.01 - $505.58 $35,604 - $46,513
-92 Reduced 2.87%
3,109 $1.56 Million
Q3 2021

Oct 14, 2021

SELL
$390.74 - $429.71 $426,688 - $469,243
-1,092 Reduced 25.44%
3,201 $1.25 Million
Q2 2021

Aug 06, 2021

SELL
$364.37 - $420.89 $261,982 - $302,619
-719 Reduced 14.35%
4,293 $1.72 Million
Q1 2021

May 13, 2021

SELL
$324.34 - $379.06 $291,581 - $340,774
-899 Reduced 15.21%
5,012 $1.87 Million
Q4 2020

Mar 02, 2021

BUY
$303.68 - $356.82 $158,217 - $185,903
521 Added 9.67%
5,911 $2.07 Million
Q3 2020

Nov 18, 2020

SELL
$291.16 - $323.7 $17,469 - $19,422
-60 Reduced 1.1%
5,390 $1.68 Million
Q2 2020

Aug 14, 2020

BUY
$229.49 - $311.85 $218,703 - $297,193
953 Added 21.19%
5,450 $1.72 Million
Q1 2020

May 18, 2020

BUY
$194.86 - $305.31 $206,746 - $323,933
1,061 Added 30.88%
4,497 $1.25 Million
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $738,684 - $1.02 Million
3,430 Added 57166.67%
3,436 $999,000
Q4 2019

Feb 12, 2020

SELL
$215.36 - $295.97 $383,556 - $527,122
-1,781 Reduced 99.66%
6 $944,000
Q3 2019

Oct 10, 2019

SELL
$215.26 - $266.65 $3,228 - $3,999
-15 Reduced 0.83%
1,787 $388,000
Q2 2019

Jul 15, 2019

BUY
$216.84 - $252.28 $69,822 - $81,234
322 Added 21.76%
1,802 $440,000
Q1 2019

Apr 24, 2019

SELL
$236.02 - $271.13 $3,540 - $4,066
-15 Reduced 1.0%
1,480 $366,000
Q4 2018

Jan 31, 2019

SELL
$232.94 - $286.33 $5,823 - $7,158
-25 Reduced 1.64%
1,495 $372,000
Q3 2018

Jan 31, 2019

SELL
$246.98 - $269.65 $11,114 - $12,134
-45 Reduced 2.88%
1,520 $404,000
Q2 2018

Jul 11, 2018

SELL
$217.2 - $255.98 $8,688 - $10,239
-40 Reduced 2.49%
1,565 $384,000
Q1 2018

May 16, 2018

SELL
$212.55 - $248.47 $1,062 - $1,242
-5 Reduced 0.31%
1,605 $343,000
Q4 2017

Jan 11, 2018

SELL
$192.52 - $228.17 $1,925 - $2,281
-10 Reduced 0.62%
1,610 $355,000
Q3 2017

Oct 30, 2017

BUY
$190.82 - $199.75 $309,128 - $323,595
1,620
1,620 $317,000

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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