Cfm Wealth Partners LLC Unitedhealth Group Inc Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

A detailed history of Cfm Wealth Partners LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 3,399 shares of UNH stock, worth $2.02 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,399

Previous 2,850 19.26%

Holding current value

$2.02 Million

Previous $1.41 Million 22.78%

% of portfolio

0.32%

Previous 0.28%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$439.2 - $524.63 $241,120 - $288,021	549 Added 19.26%	3,399 $1.73 Million
Q1 2024 Apr 15, 2024	BUY	$472.6 - $545.42 $131,382 - $151,626	278 Added 10.81%	2,850 $1.41 Million
Q4 2023 Jan 11, 2024	BUY	$509.47 - $552.97 $16,812 - $18,248	33 Added 1.3%	2,572 $1.35 Million
Q3 2023 Oct 11, 2023	BUY	$447.75 - $510.93 $51,939 - $59,267	116 Added 4.79%	2,539 $1.28 Million
Q2 2023 Jul 14, 2023	SELL	$458.49 - $526.23 $26,133 - $29,995	-57 Reduced 2.3%	2,423 $1.16 Million
Q1 2023 Apr 12, 2023	BUY	$460.33 - $518.33 $1.14 Million - $1.29 Million	2,480 New	2,480 $1.17 Million
Q4 2022 Jan 19, 2023	BUY	$498.86 - $555.15 $99,273 - $110,474	199 Added 9.0%	2,409 $1.28 Billion
Q3 2022 Oct 17, 2022	BUY	$501.24 - $549.95 $503,746 - $552,699	1,005 Added 83.4%	2,210 $1.12 Million
Q2 2022 Jul 12, 2022	SELL	$452.06 - $546.01 $18,082 - $21,840	-40 Reduced 3.21%	1,205 $619,000
Q1 2022 Apr 14, 2022	SELL	$455.89 - $520.82 $59,265 - $67,706	-130 Reduced 9.45%	1,245 $635,000
Q4 2021 Jan 21, 2022	BUY	$387.01 - $505.58 $7,740 - $10,111	20 Added 1.48%	1,375 $691,000
Q3 2021 Oct 25, 2021	BUY	$390.74 - $429.71 $8,987 - $9,883	23 Added 1.73%	1,355 $529,000
Q1 2021 May 17, 2021	SELL	$324.34 - $379.06 $63,246 - $73,916	-195 Reduced 12.77%	1,332 $496,000
Q4 2020 Feb 10, 2021	SELL	$303.68 - $356.82 $12,147 - $14,272	-40 Reduced 2.55%	1,527 $535,000
Q3 2020 Nov 10, 2020	BUY	$291.16 - $323.7 $30,862 - $34,312	106 Added 7.26%	1,567 $488,000
Q2 2020 Aug 14, 2020	SELL	$229.49 - $311.85 $22,260 - $30,249	-97 Reduced 6.23%	1,461 $430,000
Q1 2020 May 12, 2020	BUY	$194.86 - $305.31 $5,066 - $7,938	26 Added 1.7%	1,558 $389,000
Q4 2019 Jan 30, 2020	BUY	$215.36 - $295.97 $329,931 - $453,426	1,532 New	1,532 $461,000

Others Institutions Holding UNH

# of Institutions

3,734

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 $556B
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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Cfm Wealth Partners LLC Unitedhealth Group Inc Transaction History