A detailed history of Charles Schwab Trust CO transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Charles Schwab Trust CO holds 672 shares of UNH stock, worth $401,513. This represents 0.03% of its overall portfolio holdings.

Number of Shares
672
Previous 1,170 42.56%
Holding current value
$401,513
Previous $595,000 34.12%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Oct 09, 2024

SELL
$488.01 - $604.18 $243,028 - $300,881
-498 Reduced 42.56%
672 $392,000
Q2 2024

Jul 17, 2024

SELL
$439.2 - $524.63 $25,034 - $29,903
-57 Reduced 4.65%
1,170 $595,000
Q1 2024

Apr 12, 2024

SELL
$472.6 - $545.42 $730,167 - $842,673
-1,545 Reduced 55.74%
1,227 $606,000
Q4 2023

Jan 09, 2024

BUY
$509.47 - $552.97 $211,939 - $230,035
416 Added 17.66%
2,772 $1.46 Million
Q3 2023

Oct 19, 2023

BUY
$447.75 - $510.93 $125,817 - $143,571
281 Added 13.54%
2,356 $1.19 Million
Q2 2023

Jul 24, 2023

SELL
$458.49 - $526.23 $916 - $1,052
-2 Reduced 0.1%
2,075 $997,000
Q1 2023

Apr 10, 2023

SELL
$460.33 - $518.33 $852,070 - $959,428
-1,851 Reduced 47.12%
2,077 $981,000
Q4 2022

Jan 26, 2023

BUY
$498.86 - $555.15 $7,482 - $8,327
15 Added 0.38%
3,928 $0
Q3 2022

Oct 18, 2022

SELL
$501.24 - $549.95 $17,543 - $19,248
-35 Reduced 0.89%
3,913 $1.98 Million
Q2 2022

Jul 22, 2022

SELL
$452.06 - $546.01 $41,137 - $49,686
-91 Reduced 2.25%
3,948 $2.03 Million
Q1 2022

Apr 14, 2022

SELL
$455.89 - $520.82 $336,902 - $384,885
-739 Reduced 15.47%
4,039 $2.06 Million
Q4 2021

Jan 14, 2022

BUY
$387.01 - $505.58 $32,895 - $42,974
85 Added 1.81%
4,778 $2.4 Million
Q3 2021

Oct 08, 2021

BUY
$390.74 - $429.71 $137,931 - $151,687
353 Added 8.13%
4,693 $1.83 Million
Q2 2021

Aug 04, 2021

BUY
$364.37 - $420.89 $76,882 - $88,807
211 Added 5.11%
4,340 $1.74 Million
Q1 2021

Apr 14, 2021

SELL
$324.34 - $379.06 $271,796 - $317,652
-838 Reduced 16.87%
4,129 $1.52 Million
Q4 2020

Jan 14, 2021

BUY
$303.68 - $356.82 $6,073 - $7,136
20 Added 0.4%
4,967 $1.74 Million
Q3 2020

Oct 30, 2020

BUY
$291.16 - $323.7 $28,824 - $32,046
99 Added 2.04%
4,947 $1.54 Million
Q2 2020

Jul 28, 2020

SELL
$229.49 - $311.85 $458 - $623
-2 Reduced 0.04%
4,848 $1.43 Million
Q1 2020

Apr 09, 2020

SELL
$194.86 - $305.31 $9,937 - $15,570
-51 Reduced 1.04%
4,850 $1.21 Million
Q4 2019

Jan 29, 2020

BUY
$215.36 - $295.97 $678,599 - $932,601
3,151 Added 180.06%
4,901 $1.44 Million
Q3 2019

Nov 15, 2019

BUY
$215.26 - $266.65 $376,705 - $466,637
1,750 New
1,750 $380,000

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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