A detailed history of Castle Rock Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 2,574 shares of UNH stock, worth $1.55 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
2,574
Previous 2,932 12.21%
Holding current value
$1.55 Million
Previous $1.49 Million 0.74%
% of portfolio
0.38%
Previous 0.38%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

SELL
$488.01 - $604.18 $174,707 - $216,296
-358 Reduced 12.21%
2,574 $1.5 Million
Q2 2024

Jul 12, 2024

SELL
$439.2 - $524.63 $39,967 - $47,741
-91 Reduced 3.01%
2,932 $1.49 Million
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $146,033 - $168,534
309 Added 11.39%
3,023 $1.5 Million
Q4 2023

Jan 08, 2024

BUY
$509.47 - $552.97 $101,384 - $110,041
199 Added 7.91%
2,714 $1.43 Million
Q3 2023

Oct 10, 2023

BUY
$447.75 - $510.93 $181,786 - $207,437
406 Added 19.25%
2,515 $1.27 Million
Q2 2023

Jul 10, 2023

BUY
$458.49 - $526.23 $127,460 - $146,291
278 Added 15.18%
2,109 $1.01 Million
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $89,304 - $100,556
-194 Reduced 9.58%
1,831 $865,000
Q4 2022

Jan 30, 2023

BUY
$498.86 - $555.15 $64,352 - $71,614
129 Added 6.8%
2,025 $1.07 Million
Q3 2022

Oct 13, 2022

SELL
$501.24 - $549.95 $21,553 - $23,647
-43 Reduced 2.22%
1,896 $947,000
Q2 2022

Jul 13, 2022

BUY
$452.06 - $546.01 $17,630 - $21,294
39 Added 2.05%
1,939 $997,000
Q1 2022

Apr 25, 2022

SELL
$455.89 - $520.82 $1 Million - $1.14 Million
-2,194 Reduced 53.59%
1,900 $1.02 Million
Q4 2021

Feb 02, 2022

BUY
$387.01 - $505.58 $16,641 - $21,739
43 Added 1.06%
4,094 $1.89 Million
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $85,572 - $94,106
219 Added 5.72%
4,051 $1.87 Million
Q2 2021

Aug 13, 2021

BUY
$364.37 - $420.89 $341,414 - $394,373
937 Added 32.37%
3,832 $1.58 Million
Q1 2021

Apr 27, 2021

BUY
$324.34 - $379.06 $83,679 - $97,797
258 Added 9.78%
2,895 $1.15 Million
Q4 2020

Jan 29, 2021

BUY
$303.68 - $356.82 $88,674 - $104,191
292 Added 12.45%
2,637 $916,000
Q3 2020

Dec 07, 2020

BUY
$291.16 - $323.7 $148,200 - $164,763
509 Added 27.72%
2,345 $757,000
Q2 2020

Aug 10, 2020

BUY
$229.49 - $311.85 $162,249 - $220,477
707 Added 62.62%
1,836 $559,000
Q1 2020

May 18, 2020

SELL
$194.86 - $305.31 $834,975 - $1.31 Million
-4,285 Reduced 79.15%
1,129 $328,000
Q4 2019

Feb 13, 2020

BUY
$215.36 - $295.97 $225,481 - $309,880
1,047 Added 23.98%
5,414 $1.57 Million
Q3 2019

Nov 13, 2019

SELL
$215.26 - $266.65 $203,851 - $252,517
-947 Reduced 17.82%
4,367 $1.11 Million
Q2 2019

Aug 08, 2019

BUY
$216.84 - $252.28 $193,638 - $225,286
893 Added 20.2%
5,314 $1.28 Million
Q1 2019

May 15, 2019

SELL
$236.02 - $271.13 $19,353 - $22,232
-82 Reduced 1.82%
4,421 $0
Q4 2018

Feb 11, 2019

SELL
$232.94 - $286.33 $166,785 - $205,012
-716 Reduced 13.72%
4,503 $1.2 Million
Q3 2018

Nov 13, 2018

SELL
$246.98 - $269.65 $395,414 - $431,709
-1,601 Reduced 23.48%
5,219 $1.38 Million
Q2 2018

Aug 13, 2018

SELL
$217.2 - $255.98 $62,336 - $73,466
-287 Reduced 4.04%
6,820 $1.67 Million
Q1 2018

May 14, 2018

BUY
$212.55 - $248.47 $152,185 - $177,904
716 Added 11.2%
7,107 $1.52 Million
Q4 2017

Feb 08, 2018

BUY
$192.52 - $228.17 $1.23 Million - $1.46 Million
6,391
6,391 $1.41 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $562B
  • 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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