A detailed history of Center For Financial Planning, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,113 shares of UNH stock, worth $674,288. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,113
Previous 819 35.9%
Holding current value
$674,288
Previous $417,000 55.88%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Oct 15, 2024

BUY
$488.01 - $604.18 $143,474 - $177,628
294 Added 35.9%
1,113 $650,000
Q2 2024

Jul 18, 2024

BUY
$439.2 - $524.63 $1,317 - $1,573
3 Added 0.37%
819 $417,000
Q1 2024

Apr 25, 2024

BUY
$472.6 - $545.42 $7,089 - $8,181
15 Added 1.87%
816 $403,000
Q3 2023

Oct 24, 2023

SELL
$447.75 - $510.93 $156,712 - $178,825
-350 Reduced 30.41%
801 $403,000
Q2 2023

Aug 09, 2023

BUY
$458.49 - $526.23 $4,584 - $5,262
10 Added 0.88%
1,151 $553,000
Q1 2023

May 02, 2023

BUY
$460.33 - $518.33 $26,238 - $29,544
57 Added 5.26%
1,141 $539,000
Q4 2022

Jan 27, 2023

BUY
$498.86 - $555.15 $24,943 - $27,757
50 Added 4.84%
1,084 $0
Q3 2022

Oct 14, 2022

BUY
$501.24 - $549.95 $8,019 - $8,799
16 Added 1.57%
1,034 $522,000
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $6,780 - $8,190
15 Added 1.5%
1,018 $523,000
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $17,415 - $22,751
45 Added 4.7%
1,003 $504,000
Q3 2021

Oct 27, 2021

BUY
$390.74 - $429.71 $1,953 - $2,148
5 Added 0.52%
958 $374,000
Q2 2021

Jul 29, 2021

SELL
$364.37 - $420.89 $53,198 - $61,449
-146 Reduced 13.28%
953 $382,000
Q3 2020

Nov 12, 2020

BUY
$291.16 - $323.7 $582 - $647
2 Added 0.18%
1,099 $343,000
Q2 2020

Aug 06, 2020

BUY
$229.49 - $311.85 $156,053 - $212,058
680 Added 163.07%
1,097 $324,000
Q1 2020

May 11, 2020

BUY
$194.86 - $305.31 $1,948 - $3,053
10 Added 2.46%
417 $104,000
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $87,651 - $120,459
407 New
407 $120,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $567B
  • 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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