Cedar Brook Financial Partners, LLC Unitedhealth Group Inc Transaction History

Cedar Brook Financial Partners, LLC

$13.3 Million
Q2 2024

A detailed history of Cedar Brook Financial Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cedar Brook Financial Partners, LLC holds 427 shares of UNH stock, worth $252,916. This represents 1.63% of its overall portfolio holdings.

Number of Shares

427

Previous 3,195 86.64%

Holding current value

$252,916

Previous $1.58 Million 86.27%

% of portfolio

1.63%

Previous 0.32%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$439.2 - $524.63 $1.22 Million - $1.45 Million	-2,768 Reduced 86.64%	427 $217,000
Q1 2024 Apr 17, 2024	SELL	$472.6 - $545.42 $66,636 - $76,904	-141 Reduced 4.23%	3,195 $1.58 Million
Q4 2023 Jan 12, 2024	BUY	$509.47 - $552.97 $158,954 - $172,526	312 Added 10.32%	3,336 $1.76 Million
Q3 2023 Oct 17, 2023	SELL	$447.75 - $510.93 $72,535 - $82,770	-162 Reduced 5.08%	3,024 $1.52 Million
Q2 2023 Jul 05, 2023	SELL	$458.49 - $526.23 $10,545 - $12,103	-23 Reduced 0.72%	3,186 $1.53 Million
Q1 2023 Apr 04, 2023	BUY	$460.33 - $518.33 $5,063 - $5,701	11 Added 0.34%	3,209 $1.52 Million
Q4 2022 Feb 01, 2023	BUY	$498.86 - $555.15 $73,831 - $82,162	148 Added 4.85%	3,198 $1.7 Million
Q3 2022 Jan 03, 2023	BUY	$501.24 - $549.95 $53,131 - $58,294	106 Added 3.6%	3,050 $1.54 Million
Q2 2022 Aug 12, 2022	BUY	$452.06 - $546.01 $40,685 - $49,140	90 Added 3.15%	2,944 $1.51 Million
Q1 2022 Apr 06, 2022	SELL	$455.89 - $520.82 $2,279 - $2,604	-5 Reduced 0.17%	2,854 $1.46 Million
Q4 2021 Jan 27, 2022	BUY	$387.01 - $505.58 $44,119 - $57,636	114 Added 4.15%	2,859 $1.44 Million
Q3 2021 Nov 01, 2021	SELL	$390.74 - $429.71 $11,331 - $12,461	-29 Reduced 1.05%	2,745 $1.07 Million
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $50,647 - $58,503	139 Added 5.28%	2,774 $1.11 Million
Q1 2021 May 11, 2021	SELL	$324.34 - $379.06 $109,951 - $128,501	-339 Reduced 11.4%	2,635 $980,000
Q4 2020 Feb 12, 2021	BUY	$303.68 - $356.82 $6,984 - $8,206	23 Added 0.78%	2,974 $1.04 Million
Q3 2020 Nov 09, 2020	BUY	$291.16 - $323.7 $1,455 - $1,618	5 Added 0.17%	2,951 $920,000
Q1 2020 May 07, 2020	BUY	$194.86 - $305.31 $39,946 - $62,588	205 Added 7.48%	2,946 $735,000
Q4 2019 Feb 06, 2020	BUY	$215.36 - $295.97 $13,783 - $18,942	64 Added 2.39%	2,741 $806,000
Q3 2019 Oct 24, 2019	BUY	$215.26 - $266.65 $20,664 - $25,598	96 Added 3.72%	2,677 $582,000
Q2 2019 Aug 06, 2019	BUY	$216.84 - $252.28 $46,403 - $53,987	214 Added 9.04%	2,581 $630,000
Q1 2019 May 08, 2019	BUY	$236.02 - $271.13 $18,409 - $21,148	78 Added 3.41%	2,367 $585,000
Q4 2018 Feb 11, 2019	BUY	$232.94 - $286.33 $533,199 - $655,409	2,289 New	2,289 $570,000

Others Institutions Holding UNH

# of Institutions

3,742

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $554B
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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Cedar Brook Financial Partners, LLC Unitedhealth Group Inc Transaction History