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 25,723 shares of UNH stock, worth $14.3 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
25,723
Previous 24,985 2.95%
Holding current value
$14.3 Million
Previous $12.7 Million 18.2%
% of portfolio
0.57%
Previous 0.53%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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