A detailed history of Cassady Schiller Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 209 shares of UNH stock, worth $116,573. This represents 0.04% of its overall portfolio holdings.

Number of Shares
209
Previous 219 4.57%
Holding current value
$116,573
Previous $108,000 1.85%
% of portfolio
0.04%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$439.2 - $524.63 $4,392 - $5,246
-10 Reduced 4.57%
209 $106,000
Q3 2023

Nov 09, 2023

BUY
$447.75 - $510.93 $21,939 - $25,035
49 Added 28.82%
219 $110,000
Q2 2023

Aug 10, 2023

BUY
$458.49 - $526.23 $21,549 - $24,732
47 Added 38.21%
170 $81,000
Q1 2023

May 12, 2023

SELL
$460.33 - $518.33 $104,034 - $117,142
-226 Reduced 64.76%
123 $58,000
Q4 2022

May 16, 2023

BUY
$498.86 - $555.15 $4,988 - $5,551
10 Added 8.13%
133 $70,000
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $174,102 - $193,747
349 New
349 $185,000
Q1 2022

May 12, 2022

SELL
$455.89 - $520.82 $50,147 - $57,290
-110 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$387.01 - $505.58 $42,571 - $55,613
110 New
110 $55,000

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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