Certified Advisory Corp Unitedhealth Group Inc Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

A detailed history of Certified Advisory Corp transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Certified Advisory Corp holds 3,756 shares of UNH stock, worth $1.9 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,756

Previous 3,889 3.42%

Holding current value

$1.9 Million

Previous $1.98 Million 10.91%

% of portfolio

0.25%

Previous 0.25%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $64,905 - $80,355	-133 Reduced 3.42%	3,756 $2.2 Million
Q2 2024 Aug 13, 2024	SELL	$439.2 - $524.63 $150,645 - $179,948	-343 Reduced 8.1%	3,889 $1.98 Million
Q1 2024 May 10, 2024	BUY	$472.6 - $545.42 $32,136 - $37,088	68 Added 1.63%	4,232 $2.09 Million
Q4 2023 Feb 09, 2024	SELL	$509.47 - $552.97 $20.1 Million - $21.8 Million	-39,436 Reduced 90.45%	4,164 $2.19 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $19.5 Million - $22.3 Million	43,600 New	43,600 $22 Million
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $57,541 - $64,791	-125 Reduced 2.67%	4,564 $2.16 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $42,403 - $47,187	85 Added 1.85%	4,689 $2.49 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $81,702 - $89,641	163 Added 3.67%	4,604 $2.33 Million
Q2 2022 Aug 15, 2022	SELL	$452.06 - $546.01 $25,315 - $30,576	-56 Reduced 1.25%	4,441 $2.28 Million
Q1 2022 May 13, 2022	SELL	$455.89 - $520.82 $21,882 - $24,999	-48 Reduced 1.06%	4,497 $2.29 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $1,161 - $1,516	3 Added 0.07%	4,545 $2.28 Million
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $55,875 - $61,448	143 Added 3.25%	4,542 $1.78 Million
Q2 2021 Aug 16, 2021	SELL	$364.37 - $420.89 $37,530 - $43,351	-103 Reduced 2.29%	4,399 $1.76 Million
Q1 2021 May 10, 2021	BUY	$324.34 - $379.06 $562,081 - $656,910	1,733 Added 62.59%	4,502 $1.68 Million
Q2 2020 Jul 27, 2020	BUY	$229.49 - $311.85 $117,269 - $159,355	511 Added 22.63%	2,769 $817,000
Q1 2020 Apr 27, 2020	SELL	$194.86 - $305.31 $37,413 - $58,619	-192 Reduced 7.84%	2,258 $563,000
Q4 2019 Jan 29, 2020	BUY	$215.36 - $295.97 $102,080 - $140,289	474 Added 23.99%	2,450 $720,000
Q3 2019 Nov 12, 2019	SELL	$215.26 - $266.65 $12,700 - $15,732	-59 Reduced 2.9%	1,976 $429,000
Q2 2019 Aug 07, 2019	SELL	$216.84 - $252.28 $2,168 - $2,522	-10 Reduced 0.49%	2,035 $496,000
Q1 2019 May 07, 2019	SELL	$236.02 - $271.13 $9,440 - $10,845	-40 Reduced 1.92%	2,045 $506,000
Q4 2018 Feb 04, 2019	BUY	$232.94 - $286.33 $232 - $286	1 Added 0.05%	2,085 $519,000
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $11,855 - $12,943	-48 Reduced 2.25%	2,084 $554,000
Q2 2018 Aug 14, 2018	SELL	$217.2 - $255.98 $79,929 - $94,200	-368 Reduced 14.72%	2,132 $523,000
Q1 2018 Apr 30, 2018	BUY	$212.55 - $248.47 $44,210 - $51,681	208 Added 9.08%	2,500 $535,000
Q4 2017 Feb 22, 2018	BUY	$192.52 - $228.17 $441,255 - $522,965	2,292	2,292 $505,000

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

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 $473B
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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Certified Advisory Corp Unitedhealth Group Inc Transaction History