A detailed history of Charter Oak Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Charter Oak Capital Management, LLC holds 1,087 shares of UNH stock, worth $631,046. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,087
Previous 1,382 21.35%
Holding current value
$631,046
Previous $683,000 19.03%
% of portfolio
0.06%
Previous 0.07%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

SELL
$439.2 - $524.63 $129,564 - $154,765
-295 Reduced 21.35%
1,087 $553,000
Q1 2024

Apr 23, 2024

BUY
$472.6 - $545.42 $138,944 - $160,353
294 Added 27.02%
1,382 $683,000
Q4 2023

Jan 26, 2024

BUY
$509.47 - $552.97 $1,018 - $1,105
2 Added 0.18%
1,088 $572,000
Q3 2023

Oct 04, 2023

BUY
$447.75 - $510.93 $447 - $510
1 Added 0.09%
1,086 $547,000
Q2 2023

Jul 20, 2023

BUY
$458.49 - $526.23 $17,422 - $19,996
38 Added 3.63%
1,085 $521,000
Q1 2023

Apr 19, 2023

BUY
$460.33 - $518.33 $28,080 - $31,618
61 Added 6.19%
1,047 $494,000
Q4 2022

Jan 20, 2023

SELL
$498.86 - $555.15 $19,954 - $22,206
-40 Reduced 3.9%
986 $0
Q3 2022

Dec 06, 2022

BUY
$501.24 - $549.95 $5,012 - $5,499
10 Added 0.98%
1,026 $518,000
Q2 2022

Jul 21, 2022

SELL
$452.06 - $546.01 $10,849 - $13,104
-24 Reduced 2.31%
1,016 $522,000
Q1 2022

May 05, 2022

BUY
$455.89 - $520.82 $72,486 - $82,810
159 Added 18.05%
1,040 $530,000
Q4 2021

Feb 09, 2022

BUY
$387.01 - $505.58 $8,127 - $10,617
21 Added 2.44%
881 $442,000
Q3 2021

Nov 08, 2021

BUY
$390.74 - $429.71 $390 - $429
1 Added 0.12%
860 $336,000
Q2 2021

Jul 29, 2021

BUY
$364.37 - $420.89 $364 - $420
1 Added 0.12%
859 $344,000
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $4,865 - $5,685
15 Added 1.78%
858 $319,000
Q4 2020

Feb 12, 2021

BUY
$303.68 - $356.82 $256,002 - $300,799
843 New
843 $296,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $543B
  • 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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