A detailed history of Castle Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Castle Wealth Management LLC holds 2,104 shares of UNH stock, worth $1.24 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
2,104
Previous 2,063 1.99%
Holding current value
$1.24 Million
Previous $1.05 Million 17.14%
% of portfolio
0.65%
Previous 0.62%

Shares

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

Oct 31, 2024

BUY
$488.01 - $604.18 $20,008 - $24,771
41 Added 1.99%
2,104 $1.23 Million
Q2 2024

Jul 22, 2024

BUY
$439.2 - $524.63 $40,845 - $48,790
93 Added 4.72%
2,063 $1.05 Million
Q1 2024

Apr 29, 2024

BUY
$472.6 - $545.42 $104,444 - $120,537
221 Added 12.64%
1,970 $974,000
Q4 2023

Jan 31, 2024

BUY
$509.47 - $552.97 $19,869 - $21,565
39 Added 2.28%
1,749 $920,000
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $125,817 - $143,571
281 Added 19.66%
1,710 $862,000
Q2 2023

Jul 17, 2023

BUY
$458.49 - $526.23 $10,545 - $12,103
23 Added 1.64%
1,429 $686,000
Q1 2023

May 04, 2023

BUY
$460.33 - $518.33 $132,575 - $149,279
288 Added 25.76%
1,406 $664,000
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $6,485 - $7,216
13 Added 1.18%
1,118 $592,000
Q3 2022

Nov 07, 2022

BUY
$501.24 - $549.95 $301,245 - $330,519
601 Added 119.25%
1,105 $558,000
Q2 2022

Aug 01, 2022

BUY
$452.06 - $546.01 $227,838 - $275,189
504 New
504 $259,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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