Capstone Financial Advisors, Inc. Unitedhealth Group Inc Transaction History

Capstone Financial Advisors, Inc.

$1.62 Billion
Q3 2024

A detailed history of Capstone Financial Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 674 shares of UNH stock, worth $337,087. This represents 0.02% of its overall portfolio holdings.

Number of Shares

674

Previous 666 1.2%

Holding current value

$337,087

Previous $339,000 16.22%

% of portfolio

0.02%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$488.01 - $604.18 $3,904 - $4,833	8 Added 1.2%	674 $394,000
Q2 2024 Aug 13, 2024	SELL	$439.2 - $524.63 $78,177 - $93,384	-178 Reduced 21.09%	666 $339,000
Q4 2023 Feb 13, 2024	BUY	$509.47 - $552.97 $23,435 - $25,436	46 Added 5.76%	844 $444,000
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $32,685 - $37,297	73 Added 10.07%	798 $402,000
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $4,126 - $4,736	9 Added 1.26%	725 $348,000
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $34,524 - $38,874	-75 Reduced 9.48%	716 $338,000
Q4 2022 Feb 15, 2023	BUY	$498.86 - $555.15 $14,965 - $16,654	30 Added 3.94%	791 $419,000
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $27,568 - $30,247	55 Added 7.79%	761 $384,000
Q2 2022 Sep 02, 2022	SELL	$452.06 - $546.01 $9,041 - $10,920	-20 Reduced 2.75%	706 $363,000
Q1 2022 May 13, 2022	BUY	$455.89 - $520.82 $9,117 - $10,416	20 Added 2.83%	726 $370,000
Q4 2021 Feb 11, 2022	SELL	$387.01 - $505.58 $26,316 - $34,379	-68 Reduced 8.79%	706 $355,000
Q3 2021 Nov 15, 2021	SELL	$390.74 - $429.71 $128,944 - $141,804	-330 Reduced 29.89%	774 $303,000
Q2 2021 Aug 16, 2021	SELL	$364.37 - $420.89 $107,124 - $123,741	-294 Reduced 21.03%	1,104 $442,000
Q1 2021 May 13, 2021	BUY	$324.34 - $379.06 $29,514 - $34,494	91 Added 6.96%	1,398 $520,000
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $607 - $713	2 Added 0.15%	1,307 $458,000
Q3 2020 Nov 13, 2020	BUY	$291.16 - $323.7 $1,746 - $1,942	6 Added 0.46%	1,305 $407,000
Q1 2020 May 14, 2020	SELL	$194.86 - $305.31 $44,622 - $69,915	-229 Reduced 14.99%	1,299 $324,000
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $43,718 - $60,081	203 Added 15.32%	1,528 $449,000
Q3 2019 Nov 13, 2019	BUY	$215.26 - $266.65 $43,697 - $54,129	203 Added 18.09%	1,325 $288,000
Q2 2019 Aug 12, 2019	SELL	$216.84 - $252.28 $107,769 - $125,383	-497 Reduced 30.7%	1,122 $274,000
Q1 2019 May 14, 2019	BUY	$236.02 - $271.13 $47,912 - $55,039	203 Added 14.34%	1,619 $400,000
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $54,275 - $66,714	233 Added 19.7%	1,416 $353,000
Q3 2018 Nov 20, 2018	BUY	$246.98 - $269.65 $493 - $539	2 Added 0.17%	1,183 $315,000
Q2 2018 Aug 15, 2018	BUY	$217.2 - $255.98 $434 - $511	2 Added 0.17%	1,181 $290,000
Q1 2018 May 15, 2018	SELL	$212.55 - $248.47 $637 - $745	-3 Reduced 0.25%	1,179 $252,000
Q4 2017 Feb 14, 2018	BUY	$192.52 - $228.17 $227,558 - $269,696	1,182	1,182 $261,000

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...

More about UNH

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Capstone Financial Advisors, Inc. Unitedhealth Group Inc Transaction History