Carolinas Wealth Consulting LLC Unitedhealth Group Inc Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 2,144 shares of UNH stock, worth $1.3 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,144

Previous 2,219 3.38%

Holding current value

$1.3 Million

Previous $1.13 Million 10.88%

% of portfolio

0.22%

Previous 0.21%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $36,600 - $45,313	-75 Reduced 3.38%	2,144 $1.25 Million
Q2 2024 Aug 12, 2024	SELL	$439.2 - $524.63 $59,292 - $70,825	-135 Reduced 5.73%	2,219 $1.13 Million
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $37,335 - $43,088	79 Added 3.47%	2,354 $1.16 Million
Q4 2023 Feb 13, 2024	SELL	$509.47 - $552.97 $96,799 - $105,064	-190 Reduced 7.71%	2,275 $1.2 Million
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $153,130 - $174,738	-342 Reduced 12.18%	2,465 $1.24 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $117,373 - $134,714	-256 Reduced 8.36%	2,807 $1.35 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $58,001 - $65,309	126 Added 4.29%	3,063 $1.45 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $39,409 - $43,856	-79 Reduced 2.62%	2,937 $1.56 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $16,039 - $17,598	-32 Reduced 1.05%	3,016 $1.52 Million
Q2 2022 Aug 16, 2022	BUY	$452.06 - $546.01 $54,247 - $65,521	120 Added 4.1%	3,048 $1.57 Million
Q1 2022 May 17, 2022	SELL	$455.89 - $520.82 $49,236 - $56,248	-108 Reduced 3.56%	2,928 $1.49 Million
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $7,353 - $9,606	-19 Reduced 0.62%	3,036 $1.52 Million
Q3 2021 Nov 15, 2021	SELL	$390.74 - $429.71 $43,762 - $48,127	-112 Reduced 3.54%	3,055 $1.19 Million
Q2 2021 Aug 17, 2021	SELL	$364.37 - $420.89 $1,093 - $1,262	-3 Reduced 0.09%	3,167 $1.27 Million
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $34,704 - $40,559	107 Added 3.49%	3,170 $1.18 Million
Q4 2020 Feb 16, 2021	SELL	$303.68 - $356.82 $40,389 - $47,457	-133 Reduced 4.16%	3,063 $1.07 Million
Q3 2020 Nov 12, 2020	BUY	$291.16 - $323.7 $171,202 - $190,335	588 Added 22.55%	3,196 $996,000
Q2 2020 Aug 13, 2020	SELL	$229.49 - $311.85 $33,735 - $45,841	-147 Reduced 5.34%	2,608 $769,000
Q1 2020 May 11, 2020	BUY	$194.86 - $305.31 $124,320 - $194,787	638 Added 30.14%	2,755 $686,000
Q4 2019 Feb 14, 2020	BUY	$215.36 - $295.97 $455,917 - $626,568	2,117 New	2,117 $617,000

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

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 $567B
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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Carolinas Wealth Consulting LLC Unitedhealth Group Inc Transaction History