A detailed history of Capital Directions Investment Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 410 shares of UNH stock, worth $242,256. This represents 0.08% of its overall portfolio holdings.

Number of Shares
410
Previous 0 Infinity%
Holding current value
$242,256
Previous $235,000 7.66%
% of portfolio
0.08%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023

BUY
$498.86 - $555.15 $204,532 - $227,611
410 New
410 $217,000
Q3 2022

Nov 02, 2022

SELL
$501.24 - $549.95 $259,642 - $284,874
-518 Closed
0 $235,000
Q2 2022

Jul 26, 2022

SELL
$452.06 - $546.01 $18,082 - $21,840
-40 Reduced 7.17%
518 $266,000
Q1 2022

May 16, 2022

BUY
$455.89 - $520.82 $45,589 - $52,082
100 Added 21.83%
558 $285,000
Q4 2021

Feb 22, 2022

BUY
$387.01 - $505.58 $7,740 - $10,111
20 Added 4.57%
458 $230,000
Q3 2021

Nov 08, 2021

BUY
$390.74 - $429.71 $27,351 - $30,079
70 Added 19.02%
438 $171,000
Q2 2021

Aug 13, 2021

BUY
$364.37 - $420.89 $134,088 - $154,887
368 New
368 $147,000
Q1 2021

May 17, 2021

SELL
$324.34 - $379.06 $119,357 - $139,494
-368 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
$215.26 - $266.65 $79,215 - $98,127
368 New
368 $80,000

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
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