A detailed history of Cfs Investment Advisory Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 2,517 shares of UNH stock, worth $1.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,517
Previous 2,245 12.12%
Holding current value
$1.5 Million
Previous $1.14 Million 28.78%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Nov 12, 2024

BUY
$488.01 - $604.18 $132,738 - $164,336
272 Added 12.12%
2,517 $1.47 Million
Q2 2024

Aug 13, 2024

SELL
$439.2 - $524.63 $12,736 - $15,214
-29 Reduced 1.28%
2,245 $1.14 Million
Q1 2024

May 15, 2024

SELL
$472.6 - $545.42 $229,683 - $265,074
-486 Reduced 17.61%
2,274 $1.13 Million
Q4 2023

Feb 13, 2024

BUY
$509.47 - $552.97 $498,771 - $541,357
979 Added 54.97%
2,760 $1.45 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $131,190 - $149,702
293 Added 19.69%
1,781 $898,000
Q2 2023

Jul 21, 2023

SELL
$458.49 - $526.23 $50,892 - $58,411
-111 Reduced 6.94%
1,488 $715,000
Q1 2023

May 05, 2023

BUY
$460.33 - $518.33 $98,050 - $110,404
213 Added 15.37%
1,599 $756,000
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $122,719 - $136,566
246 Added 21.58%
1,386 $735,000
Q3 2022

Nov 02, 2022

SELL
$501.24 - $549.95 $288 Million - $316 Million
-574,606 Reduced 99.8%
1,140 $576,000
Q3 2022

Oct 31, 2022

BUY
$501.24 - $549.95 $288 Million - $316 Million
574,925 Added 70027.41%
575,746 $1,000
Q2 2022

Aug 16, 2022

SELL
$452.06 - $546.01 $216 Million - $261 Million
-477,531 Reduced 99.83%
821 $422,000
Q1 2022

May 27, 2022

BUY
$455.89 - $520.82 $218 Million - $249 Million
477,392 Added 49728.33%
478,352 $1,000
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $8,901 - $11,628
23 Added 2.45%
960 $455,000
Q3 2021

Nov 19, 2021

BUY
$390.74 - $429.71 $366,123 - $402,638
937 New
937 $366,000
Q2 2021

Jul 21, 2021

SELL
$364.37 - $420.89 $280,929 - $324,506
-771 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$303.68 - $356.82 $234,137 - $275,108
771 New
771 $270,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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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