Cassia Capital Partners, LLC Unitedhealth Group Inc Transaction History

Cassia Capital Partners, LLC

$166 Million
Q2 2025

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 2,094 shares of UNH stock, worth $740,689. This represents 0.39% of its overall portfolio holdings.

Number of Shares

2,094

Previous 2,001 4.65%

Holding current value

$740,689

Previous $1.05 Million 37.69%

% of portfolio

0.39%

Previous 0.65%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$274.35 - $599.47 $25,514 - $55,750	93 Added 4.65%	2,094 $653,000
Q1 2025 Apr 22, 2025	BUY	$461.52 - $548.18 $66,458 - $78,937	144 Added 7.75%	2,001 $1.05 Million
Q4 2024 Jan 27, 2025	BUY	$485.52 - $625.25 $260,724 - $335,759	537 Added 40.68%	1,857 $939,000
Q3 2024 Oct 21, 2024	SELL	$488.01 - $604.18 $46,848 - $58,001	-96 Reduced 6.78%	1,320 $771,000
Q2 2024 Jul 19, 2024	BUY	$439.2 - $524.63 $69,393 - $82,891	158 Added 12.56%	1,416 $721,000
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

# of Institutions

3,774

Shares Held

776M

Call Options Held

40.3M

Put Options Held

33.5M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $331B
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...

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Cassia Capital Partners, LLC Unitedhealth Group Inc Transaction History