A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 457 shares of UNH stock, worth $223,020. This represents 0.07% of its overall portfolio holdings.

Number of Shares
457
Previous 516 11.43%
Holding current value
$223,020
Previous $273,000 21.25%
% of portfolio
0.07%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023

SELL
$460.33 - $518.33 $27,159 - $30,581
-59 Reduced 11.43%
457 $215,000
Q4 2022

Feb 07, 2023

BUY
$498.86 - $555.15 $257,411 - $286,457
516 New
516 $273,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $456B
  • 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
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.