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 4,396 shares of UNH stock, worth $2.45 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
4,396
Previous 2,810 56.44%
Holding current value
$2.45 Million
Previous $1.64 Million 56.52%
% of portfolio
0.45%
Previous 0.34%

Shares

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

Oct 23, 2024

BUY
$488.01 - $604.18 $773,983 - $958,229
1,586 Added 56.44%
4,396 $2.57 Million
Q3 2024

Oct 15, 2024

SELL
$488.01 - $604.18 $287,437 - $355,862
-589 Reduced 17.33%
2,810 $1.64 Million
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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