A detailed history of Carson Advisory Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Carson Advisory Inc. holds 1,119 shares of UNH stock, worth $668,591. This represents 0.43% of its overall portfolio holdings.

Number of Shares
1,119
Previous 1,042 7.39%
Holding current value
$668,591
Previous $530,000 23.4%
% of portfolio
0.43%
Previous 0.39%

Shares

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

Nov 01, 2024

BUY
$488.01 - $604.18 $37,576 - $46,521
77 Added 7.39%
1,119 $654,000
Q2 2024

Aug 07, 2024

SELL
$439.2 - $524.63 $154,159 - $184,145
-351 Reduced 25.2%
1,042 $530,000
Q1 2024

May 03, 2024

SELL
$472.6 - $545.42 $5,198 - $5,999
-11 Reduced 0.78%
1,393 $689,000
Q4 2023

Feb 06, 2024

SELL
$509.47 - $552.97 $6,113 - $6,635
-12 Reduced 0.85%
1,404 $739,000
Q3 2023

Nov 08, 2023

BUY
$447.75 - $510.93 $3,134 - $3,576
7 Added 0.5%
1,416 $713,000
Q2 2023

Jul 28, 2023

BUY
$458.49 - $526.23 $646,012 - $741,458
1,409 New
1,409 $677,000
Q1 2023

May 05, 2023

BUY
$460.33 - $518.33 $8,285 - $9,329
18 Added 2.86%
648 $306,000
Q3 2022

Nov 07, 2022

SELL
$501.24 - $549.95 $15,538 - $17,048
-31 Reduced 4.69%
630 $318,000
Q2 2022

Aug 03, 2022

BUY
$452.06 - $546.01 $26,219 - $31,668
58 Added 9.62%
661 $340,000
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $1,823 - $2,083
4 Added 0.67%
603 $308,000
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $231,818 - $302,842
599 New
599 $301,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


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