Castleview Partners, LLC Unitedhealth Group Inc Transaction History

Castleview Partners, LLC

$144 Million
Q3 2024

A detailed history of Castleview Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Castleview Partners, LLC holds 1,165 shares of UNH stock, worth $649,802. This represents 0.47% of its overall portfolio holdings.

Number of Shares

1,165

Previous 1,168 0.26%

Holding current value

$649,802

Previous $682,000 0.15%

% of portfolio

0.47%

Previous 0.46%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$488.01 - $604.18 $1,464 - $1,812	-3 Reduced 0.26%	1,165 $681,000
Q2 2024 Jul 31, 2024	BUY	$439.2 - $524.63 $25,473 - $30,428	58 Added 5.23%	1,168 $594,000
Q1 2024 May 09, 2024	BUY	$472.6 - $545.42 $22,212 - $25,634	47 Added 4.42%	1,110 $549,000
Q4 2023 Feb 05, 2024	BUY	$509.47 - $552.97 $144,689 - $157,043	284 Added 36.46%	1,063 $559,000
Q3 2023 Oct 26, 2023	BUY	$447.75 - $510.93 $3,582 - $4,087	8 Added 1.04%	779 $392,000
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $916 - $1,052	2 Added 0.26%	771 $370,000
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $5,063 - $5,701	-11 Reduced 1.41%	769 $363,000
Q4 2022 Feb 01, 2023	BUY	$498.86 - $555.15 $18,457 - $20,540	37 Added 4.98%	780 $413,000
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $367,408 - $403,113	733 Added 7330.0%	743 $375,000
Q2 2022 Aug 17, 2022	SELL	$452.06 - $546.01 $177 Million - $214 Million	-391,376 Reduced 100.0%	10 $5,000
Q2 2022 Aug 16, 2022	BUY	$452.06 - $546.01 $177 Million - $213 Million	390,459 Added 42120.71%	391,386 $201 Million
Q1 2022 May 16, 2022	SELL	$455.89 - $520.82 $423 Million - $483 Million	-928,162 Reduced 99.9%	927 $472,000
Q4 2021 Feb 17, 2022	BUY	$387.01 - $505.58 $359 Million - $469 Million	927,298 Added 51775.43%	929,089 $467 Million
Q2 2021 Aug 17, 2021	BUY	$364.37 - $420.89 $652,586 - $753,813	1,791 New	1,791 $717,000

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

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...

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Castleview Partners, LLC Unitedhealth Group Inc Transaction History