A detailed history of Cassia Capital Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cassia Capital Partners, LLC holds 1,258 shares of UNH stock, worth $616,281. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,258
Previous 971 29.56%
Holding current value
$616,281
Previous $511,000 21.72%
% of portfolio
0.41%
Previous 0.42%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$472.6 - $545.42 $135,636 - $156,535
287 Added 29.56%
1,258 $622,000
Q4 2023

Jan 29, 2024

BUY
$509.47 - $552.97 $24,454 - $26,542
48 Added 5.2%
971 $511,000
Q3 2023

Oct 16, 2023

BUY
$447.75 - $510.93 $9,850 - $11,240
22 Added 2.44%
923 $465,000
Q2 2023

Jul 20, 2023

BUY
$458.49 - $526.23 $149,009 - $171,024
325 Added 56.42%
901 $433,000
Q1 2023

Apr 21, 2023

SELL
$460.33 - $518.33 $6,444 - $7,256
-14 Reduced 2.37%
576 $272,000
Q4 2022

Jan 25, 2023

SELL
$498.86 - $555.15 $54,375 - $60,511
-109 Reduced 15.59%
590 $0
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $5,012 - $5,499
10 Added 1.45%
699 $353,000
Q2 2022

Aug 11, 2022

BUY
$452.06 - $546.01 $11,301 - $13,650
25 Added 3.77%
689 $354,000
Q1 2022

May 11, 2022

BUY
$455.89 - $520.82 $6,382 - $7,291
14 Added 2.15%
664 $339,000
Q4 2021

Feb 14, 2022

SELL
$387.01 - $505.58 $2.3 Million - $3.01 Million
-5,952 Reduced 90.15%
650 $326,000
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $2.37 Million - $2.61 Million
6,067 Added 1134.02%
6,602 $2.58 Million
Q2 2021

Aug 13, 2021

BUY
$364.37 - $420.89 $194,937 - $225,176
535 New
535 $214,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $458B
  • 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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