A detailed history of Capital Planning Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Planning Advisors, LLC holds 12,736 shares of UNH stock, worth $7.61 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares
12,736
Previous 12,649 0.69%
Holding current value
$7.61 Million
Previous $6.44 Million 15.6%
% of portfolio
1.17%
Previous 1.14%

Shares

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

Nov 12, 2024

BUY
$488.01 - $604.18 $42,456 - $52,563
87 Added 0.69%
12,736 $7.45 Million
Q2 2024

Aug 12, 2024

BUY
$439.2 - $524.63 $59,292 - $70,825
135 Added 1.08%
12,649 $6.44 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $32,609 - $37,633
-69 Reduced 0.55%
12,514 $6.19 Million
Q4 2023

Feb 12, 2024

SELL
$509.47 - $552.97 $119,215 - $129,394
-234 Reduced 1.83%
12,583 $6.62 Million
Q3 2023

Oct 30, 2023

SELL
$447.75 - $510.93 $6,268 - $7,153
-14 Reduced 0.11%
12,817 $6.46 Million
Q2 2023

Aug 01, 2023

BUY
$458.49 - $526.23 $66,481 - $76,303
145 Added 1.14%
12,831 $6.17 Million
Q1 2023

May 15, 2023

SELL
$460.33 - $518.33 $82,859 - $93,299
-180 Reduced 1.4%
12,686 $6 Million
Q4 2022

Feb 09, 2023

SELL
$498.86 - $555.15 $490,878 - $546,267
-984 Reduced 7.1%
12,866 $6.82 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $130,322 - $142,987
260 Added 1.91%
13,850 $7 Million
Q2 2022

Aug 10, 2022

BUY
$452.06 - $546.01 $19,438 - $23,478
43 Added 0.32%
13,590 $6.98 Million
Q1 2022

May 10, 2022

BUY
$455.89 - $520.82 $35,103 - $40,103
77 Added 0.57%
13,547 $6.91 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $37,926 - $49,546
98 Added 0.73%
13,470 $6.76 Million
Q3 2021

Nov 09, 2021

BUY
$390.74 - $429.71 $28,524 - $31,368
73 Added 0.55%
13,372 $5.23 Million
Q2 2021

Aug 13, 2021

BUY
$364.37 - $420.89 $12,388 - $14,310
34 Added 0.26%
13,299 $5.33 Million
Q1 2021

Apr 30, 2021

SELL
$324.34 - $379.06 $306,501 - $358,211
-945 Reduced 6.65%
13,265 $4.94 Million
Q4 2020

Feb 04, 2021

BUY
$303.68 - $356.82 $13,058 - $15,343
43 Added 0.3%
14,210 $4.98 Million
Q3 2020

Nov 12, 2020

SELL
$291.16 - $323.7 $43,382 - $48,231
-149 Reduced 1.04%
14,167 $4.42 Million
Q2 2020

Aug 06, 2020

BUY
$229.49 - $311.85 $688 - $935
3 Added 0.02%
14,316 $4.22 Million
Q1 2020

May 11, 2020

SELL
$194.86 - $305.31 $196,224 - $307,447
-1,007 Reduced 6.57%
14,313 $3.57 Million
Q4 2019

Feb 03, 2020

SELL
$215.36 - $295.97 $18,520 - $25,453
-86 Reduced 0.56%
15,320 $4.5 Million
Q3 2019

Nov 05, 2019

SELL
$215.26 - $266.65 $118,177 - $146,390
-549 Reduced 3.44%
15,406 $3.35 Million
Q2 2019

Aug 09, 2019

BUY
$216.84 - $252.28 $110,371 - $128,410
509 Added 3.3%
15,955 $3.89 Million
Q1 2019

May 14, 2019

BUY
$236.02 - $271.13 $319,335 - $366,838
1,353 Added 9.6%
15,446 $3.82 Million
Q4 2018

Feb 13, 2019

BUY
$232.94 - $286.33 $508,508 - $625,058
2,183 Added 18.33%
14,093 $3.51 Million
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $975,817 - $1.07 Million
3,951 Added 49.64%
11,910 $3.17 Million
Q2 2018

Aug 08, 2018

SELL
$217.2 - $255.98 $166,592 - $196,336
-767 Reduced 8.79%
7,959 $1.95 Million
Q1 2018

May 15, 2018

BUY
$212.55 - $248.47 $69,291 - $81,001
326 Added 3.88%
8,726 $1.87 Million
Q4 2017

Feb 08, 2018

BUY
$192.52 - $228.17 $209,846 - $248,705
1,090 Added 14.91%
8,400 $1.85 Million
Q3 2017

Nov 09, 2017

BUY
$190.82 - $199.75 $1.39 Million - $1.46 Million
7,310
7,310 $1.43 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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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