Capital Wealth Planning, LLC Unitedhealth Group Inc Transaction History

Capital Wealth Planning, LLC

$10.5 Billion
Q3 2024

A detailed history of Capital Wealth Planning, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Wealth Planning, LLC holds 1,009,802 shares of UNH stock, worth $505 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares

1,009,802

Previous 1,016,952 0.7%

Holding current value

$505 Million

Previous $518 Million 14.0%

% of portfolio

5.6%

Previous 5.46%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $3.49 Million - $4.32 Million	-7,150 Reduced 0.7%	1,009,802 $590 Million
Q2 2024 Aug 09, 2024	BUY	$439.2 - $524.63 $17.4 Million - $20.8 Million	39,713 Added 4.06%	1,016,952 $518 Million
Q1 2024 May 07, 2024	BUY	$472.6 - $545.42 $34.1 Million - $39.3 Million	72,068 Added 7.96%	977,239 $483 Million
Q4 2023 Feb 08, 2024	SELL	$509.47 - $552.97 $6.17 Million - $6.7 Million	-12,118 Reduced 1.32%	905,171 $477 Million
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $11.4 Million - $13 Million	25,350 Added 2.84%	917,289 $462 Million
Q2 2023 Aug 04, 2023	BUY	$458.49 - $526.23 $13.6 Million - $15.6 Million	29,595 Added 3.43%	891,939 $429 Million
Q1 2023 May 04, 2023	BUY	$460.33 - $518.33 $37.4 Million - $42.1 Million	81,292 Added 10.41%	862,344 $408 Million
Q4 2022 Feb 03, 2023	BUY	$498.86 - $555.15 $33.8 Million - $37.6 Million	67,744 Added 9.5%	781,052 $414 Million
Q3 2022 Nov 09, 2022	BUY	$501.24 - $549.95 $34 Million - $37.3 Million	67,893 Added 10.52%	713,308 $360 Million
Q2 2022 Aug 08, 2022	BUY	$452.06 - $546.01 $179,015 - $216,219	396 Added 0.06%	645,415 $332 Million
Q1 2022 May 11, 2022	BUY	$455.89 - $520.82 $17.3 Million - $19.8 Million	38,052 Added 6.27%	645,019 $329 Million
Q4 2021 Feb 04, 2022	BUY	$387.01 - $505.58 $20.2 Million - $26.4 Million	52,170 Added 9.4%	606,967 $305 Million
Q3 2021 Nov 03, 2021	BUY	$390.74 - $429.71 $14.4 Million - $15.8 Million	36,877 Added 7.12%	554,797 $217 Million
Q2 2021 Aug 03, 2021	BUY	$364.37 - $420.89 $18 Million - $20.8 Million	49,398 Added 10.54%	517,920 $208 Million
Q1 2021 Apr 19, 2021	BUY	$324.34 - $379.06 $21.6 Million - $25.2 Million	66,491 Added 16.54%	468,522 $174 Million
Q4 2020 Jan 25, 2021	BUY	$303.68 - $356.82 $16.5 Million - $19.4 Million	54,395 Added 15.65%	402,031 $140 Million
Q3 2020 Nov 10, 2020	BUY	$291.16 - $323.7 $6.45 Million - $7.17 Million	22,147 Added 6.8%	347,636 $108 Million
Q2 2020 Aug 14, 2020	BUY	$229.49 - $311.85 $6.28 Million - $8.53 Million	27,368 Added 9.18%	325,489 $96 Million
Q1 2020 Apr 30, 2020	BUY	$194.86 - $305.31 $20.6 Million - $32.2 Million	105,483 Added 54.76%	298,121 $74.3 Million
Q4 2019 Feb 26, 2020	BUY	$215.36 - $295.97 $1.01 Million - $1.38 Million	4,670 Added 2.48%	192,638 $56.6 Million
Q3 2019 Nov 12, 2019	BUY	$215.26 - $266.65 $5.38 Million - $6.66 Million	24,981 Added 15.33%	187,968 $46 Million
Q2 2019 Aug 02, 2019	BUY	$216.84 - $252.28 $32.1 Million - $37.4 Million	148,177 Added 1000.52%	162,987 $39.8 Million
Q1 2019 May 14, 2019	SELL	$236.02 - $271.13 $2.67 Million - $3.06 Million	-11,295 Reduced 43.27%	14,810 $0
Q4 2018 Feb 13, 2019	BUY	$232.94 - $286.33 $2.7 Million - $3.32 Million	11,605 Added 80.03%	26,105 $6.5 Million
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $574,228 - $626,936	-2,325 Reduced 13.82%	14,500 $0
Q2 2018 Aug 13, 2018	BUY	$217.2 - $255.98 $1.38 Million - $1.63 Million	6,355 Added 60.7%	16,825 $0
Q1 2018 May 15, 2018	BUY	$212.55 - $248.47 $2.23 Million - $2.6 Million	10,470 New	10,470 $0
Q4 2017 Feb 14, 2018	SELL	$192.52 - $228.17 $1.44 Million - $1.7 Million	-7,455 Closed	0 $0
Q3 2017 Nov 15, 2017	SELL	$190.82 - $199.75 $27.3 Million - $28.6 Million	-143,278 Reduced 95.05%	7,455 $0
Q2 2017 Aug 10, 2017	BUY	N/A	150,733	150,733 $27.9 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $468B
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 Wealth Planning, LLC Unitedhealth Group Inc Transaction History