Cary Street Partners Investment Advisory LLC Unitedhealth Group Inc Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

A detailed history of Cary Street Partners Investment Advisory LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 2,651 shares of UNH stock, worth $1.11 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

2,651

Previous 25,723 89.69%

Holding current value

$1.11 Million

Previous $15 Million 8817.11%

% of portfolio

0.88%

Previous 0.57%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$485.52 - $625.25 $11.2 Million - $14.4 Million	-23,072 Reduced 89.69%	2,651 $1.34 Billion
Q3 2024 Oct 30, 2024	BUY	$488.01 - $604.18 $360,151 - $445,884	738 Added 2.95%	25,723 $15 Million
Q2 2024 Jul 22, 2024	BUY	$439.2 - $524.63 $794,952 - $949,580	1,810 Added 7.81%	24,985 $12.7 Million
Q1 2024 Apr 30, 2024	BUY	$472.6 - $545.42 $488,195 - $563,418	1,033 Added 4.67%	23,175 $11.5 Million
Q4 2023 Feb 07, 2024	BUY	$509.47 - $552.97 $10.5 Million - $11.4 Million	20,625 Added 1359.59%	22,142 $11.7 Million
Q4 2023 Feb 05, 2024	SELL	$509.47 - $552.97 $9.69 Million - $10.5 Million	-19,026 Reduced 92.62%	1,517 $798,000
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $239,994 - $273,858	536 Added 2.68%	20,543 $10.4 Million
Q2 2023 Aug 10, 2023	BUY	$458.49 - $526.23 $120,582 - $138,398	263 Added 1.33%	20,007 $9.62 Million
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $231,085 - $260,201	-502 Reduced 2.48%	19,744 $9.33 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $80,815 - $89,934	-162 Reduced 0.79%	20,246 $10.7 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $870,152 - $954,713	1,736 Added 9.3%	20,408 $10.3 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $7.7 Million - $9.31 Million	17,042 Added 1045.52%	18,672 $9.59 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $51,515 - $58,852	113 Added 7.45%	1,630 $831,000
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $146,676 - $191,614	-379 Reduced 19.99%	1,517 $762,000
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $55,485 - $61,018	142 Added 8.1%	1,896 $741,000
Q2 2021 Aug 16, 2021	SELL	$364.37 - $420.89 $4,736 - $5,471	-13 Reduced 0.74%	1,754 $702,000
Q1 2021 May 17, 2021	SELL	$324.34 - $379.06 $57,732 - $67,472	-178 Reduced 9.15%	1,767 $657,000
Q4 2020 Feb 12, 2021	SELL	$303.68 - $356.82 $1,214 - $1,427	-4 Reduced 0.21%	1,945 $682,000
Q3 2020 Nov 12, 2020	BUY	$291.16 - $323.7 $84,727 - $94,196	291 Added 17.55%	1,949 $608,000
Q2 2020 Aug 05, 2020	SELL	$229.49 - $311.85 $13,769 - $18,711	-60 Reduced 3.49%	1,658 $489,000
Q1 2020 Apr 21, 2020	SELL	$194.86 - $305.31 $2,728 - $4,274	-14 Reduced 0.81%	1,718 $428,000
Q4 2019 Feb 10, 2020	BUY	$215.36 - $295.97 $45,225 - $62,153	210 Added 13.8%	1,732 $509,000
Q4 2018 Feb 06, 2019	BUY	$232.94 - $286.33 $354,534 - $435,794	1,522 New	1,522 $379,000

Others Institutions Holding UNH

# of Institutions

4,085

Shares Held

774M

Call Options Held

9.06M

Put Options Held

9.08M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $392B
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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Cary Street Partners Investment Advisory LLC Unitedhealth Group Inc Transaction History