A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 2,306 shares of UNH stock, worth $1.38 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
2,306
Previous 2,306 -0.0%
Holding current value
$1.38 Million
Previous $1.17 Million 14.82%
% of portfolio
0.49%
Previous 0.45%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$439.2 - $524.63 $86,961 - $103,876
198 Added 9.39%
2,306 $1.17 Million
Q1 2023

May 10, 2023

BUY
$460.33 - $518.33 $36,826 - $41,466
80 Added 3.94%
2,108 $996,000
Q4 2022

Jan 18, 2023

BUY
$498.86 - $555.15 $173,603 - $193,192
348 Added 20.71%
2,028 $0
Q3 2022

Oct 12, 2022

BUY
$501.24 - $549.95 $179,443 - $196,882
358 Added 27.08%
1,680 $848,000
Q2 2022

Jul 18, 2022

SELL
$452.06 - $546.01 $40,233 - $48,594
-89 Reduced 6.31%
1,322 $679,000
Q1 2022

Apr 13, 2022

BUY
$455.89 - $520.82 $48,780 - $55,727
107 Added 8.21%
1,411 $720,000
Q4 2021

Jan 19, 2022

BUY
$387.01 - $505.58 $8,901 - $11,628
23 Added 1.8%
1,304 $655,000
Q3 2021

Nov 09, 2021

SELL
$390.74 - $429.71 $153,951 - $169,305
-394 Reduced 23.52%
1,281 $501,000
Q2 2021

Aug 16, 2021

SELL
$364.37 - $420.89 $174,168 - $201,185
-478 Reduced 22.2%
1,675 $671,000
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $653,823 - $768,233
2,153 New
2,153 $755,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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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