Capital Investment Advisory Services, LLC Unitedhealth Group Inc Transaction History

Capital Investment Advisory Services, LLC

$916 Million
Q2 2024

A detailed history of Capital Investment Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 3,740 shares of UNH stock, worth $2.22 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,740

Previous 3,382 10.59%

Holding current value

$2.22 Million

Previous $1.67 Million 13.81%

% of portfolio

0.21%

Previous 0.19%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$439.2 - $524.63 $157,233 - $187,817	358 Added 10.59%	3,740 $1.9 Million
Q1 2024 Apr 25, 2024	SELL	$472.6 - $545.42 $116,732 - $134,718	-247 Reduced 6.81%	3,382 $1.67 Million
Q4 2023 Feb 01, 2024	SELL	$509.47 - $552.97 $7,132 - $7,741	-14 Reduced 0.38%	3,629 $1.91 Million
Q3 2023 Nov 02, 2023	SELL	$447.75 - $510.93 $69,849 - $79,705	-156 Reduced 4.11%	3,643 $1.84 Million
Q2 2023 Jul 28, 2023	BUY	$458.49 - $526.23 $46,307 - $53,149	101 Added 2.73%	3,799 $1.83 Million
Q1 2023 Apr 21, 2023	SELL	$460.33 - $518.33 $61,223 - $68,937	-133 Reduced 3.47%	3,698 $1.75 Million
Q4 2022 Feb 03, 2023	SELL	$498.86 - $555.15 $115,236 - $128,239	-231 Reduced 5.69%	3,831 $2.03 Million
Q3 2022 Oct 26, 2022	BUY	$501.24 - $549.95 $129,319 - $141,887	258 Added 6.78%	4,062 $2.05 Million
Q2 2022 Jul 22, 2022	BUY	$452.06 - $546.01 $114,823 - $138,686	254 Added 7.15%	3,804 $1.95 Million
Q1 2022 May 03, 2022	BUY	$455.89 - $520.82 $104,398 - $119,267	229 Added 6.9%	3,550 $1.81 Million
Q4 2021 Feb 01, 2022	BUY	$387.01 - $505.58 $1,548 - $2,022	4 Added 0.12%	3,321 $1.67 Million
Q3 2021 Oct 28, 2021	SELL	$390.74 - $429.71 $94,559 - $103,989	-242 Reduced 6.8%	3,317 $1.3 Million
Q2 2021 Jul 27, 2021	SELL	$364.37 - $420.89 $100,201 - $115,744	-275 Reduced 7.17%	3,559 $1.43 Million
Q1 2021 May 05, 2021	SELL	$324.34 - $379.06 $17,838 - $20,848	-55 Reduced 1.41%	3,834 $1.43 Million
Q4 2020 Jan 25, 2021	BUY	$303.68 - $356.82 $431,832 - $507,398	1,422 Added 57.64%	3,889 $1.36 Million
Q3 2020 Oct 19, 2020	SELL	$291.16 - $323.7 $402,383 - $447,353	-1,382 Reduced 35.91%	2,467 $769,000
Q2 2020 Aug 05, 2020	SELL	$229.49 - $311.85 $83,075 - $112,889	-362 Reduced 8.6%	3,849 $1.14 Million
Q1 2020 Apr 28, 2020	BUY	$194.86 - $305.31 $191,937 - $300,730	985 Added 30.53%	4,211 $1.05 Million
Q4 2019 Feb 04, 2020	BUY	$215.36 - $295.97 $162,166 - $222,865	753 Added 30.45%	3,226 $948,000
Q2 2019 Aug 08, 2019	BUY	$216.84 - $252.28 $396,166 - $460,915	1,827 Added 282.82%	2,473 $631,000
Q4 2018 Feb 04, 2019	BUY	$232.94 - $286.33 $150,479 - $184,969	646 New	646 $161,000

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $556B
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 Investment Advisory Services, LLC Unitedhealth Group Inc Transaction History