Centric Wealth Management Unitedhealth Group Inc Transaction History

Centric Wealth Management

$383 Million
Q3 2024

A detailed history of Centric Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Centric Wealth Management holds 7,859 shares of UNH stock, worth $4.76 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

7,859

Previous 7,848 0.14%

Holding current value

$4.76 Million

Previous $4 Million 14.99%

% of portfolio

1.2%

Previous 1.21%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$488.01 - $604.18 $5,368 - $6,645	11 Added 0.14%	7,859 $4.6 Million
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $158,112 - $188,866	360 Added 4.81%	7,848 $4 Million
Q1 2024 May 01, 2024	BUY	$472.6 - $545.42 $246,697 - $284,709	522 Added 7.49%	7,488 $3.7 Million
Q4 2023 Feb 06, 2024	BUY	$509.47 - $552.97 $172,200 - $186,903	338 Added 5.1%	6,966 $3.67 Million
Q3 2023 Nov 03, 2023	BUY	$447.75 - $510.93 $257,008 - $293,273	574 Added 9.48%	6,628 $3.34 Million
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $54,560 - $62,621	119 Added 2.01%	6,054 $2.91 Million
Q1 2023 May 01, 2023	BUY	$460.33 - $518.33 $64,906 - $73,084	141 Added 2.43%	5,935 $2.8 Million
Q4 2022 Jan 04, 2023	BUY	$498.86 - $555.15 $85,803 - $95,485	172 Added 3.06%	5,794 $0
Q3 2022 Oct 05, 2022	SELL	$501.24 - $549.95 $421,542 - $462,507	-841 Reduced 13.01%	5,622 $2.84 Million
Q2 2022 Jul 06, 2022	SELL	$452.06 - $546.01 $31,644 - $38,220	-70 Reduced 1.07%	6,463 $3.32 Million
Q1 2022 Apr 05, 2022	BUY	$455.89 - $520.82 $23,706 - $27,082	52 Added 0.8%	6,533 $3.33 Million
Q4 2021 Jan 27, 2022	BUY	$387.01 - $505.58 $63,856 - $83,420	165 Added 2.61%	6,481 $3.25 Million
Q3 2021 Oct 06, 2021	BUY	$390.74 - $429.71 $19,146 - $21,055	49 Added 0.78%	6,316 $2.47 Million
Q2 2021 Jul 21, 2021	SELL	$364.37 - $420.89 $46,274 - $53,453	-127 Reduced 1.99%	6,267 $2.51 Million
Q1 2021 Apr 14, 2021	SELL	$324.34 - $379.06 $49,299 - $57,617	-152 Reduced 2.32%	6,394 $2.38 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $951,733 - $1.12 Million	3,134 Added 91.85%	6,546 $2.3 Million
Q3 2020 Oct 05, 2020	SELL	$291.16 - $323.7 $223,028 - $247,954	-766 Reduced 18.33%	3,412 $740,000
Q2 2020 Jul 29, 2020	BUY	$229.49 - $311.85 $175,789 - $238,877	766 Added 22.45%	4,178 $1.23 Million
Q1 2020 Apr 08, 2020	BUY	$194.86 - $305.31 $664,862 - $1.04 Million	3,412 New	3,412 $740,000
Q4 2019 Jan 06, 2020	SELL	$215.36 - $295.97 $734,808 - $1.01 Million	-3,412 Closed	0 $0
Q3 2019 Oct 03, 2019	BUY	$215.26 - $266.65 $38,531 - $47,730	179 Added 5.54%	3,412 $740,000
Q2 2019 Jul 08, 2019	BUY	$216.84 - $252.28 $48,789 - $56,763	225 Added 7.48%	3,233 $789,000
Q1 2019 Apr 09, 2019	BUY	$236.02 - $271.13 $36,347 - $41,754	154 Added 5.4%	3,008 $744,000
Q4 2018 Mar 19, 2019	BUY	$232.94 - $286.33 $664,810 - $817,185	2,854 New	2,854 $711,000

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

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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Centric Wealth Management Unitedhealth Group Inc Transaction History