A detailed history of Cherrydale Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 820 shares of UNH stock, worth $410,106. This represents 0.2% of its overall portfolio holdings.

Number of Shares
820
Previous 782 4.86%
Holding current value
$410,106
Previous $398,000 20.35%
% of portfolio
0.2%
Previous 0.17%

Shares

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

Oct 11, 2024

BUY
$488.01 - $604.18 $18,544 - $22,958
38 Added 4.86%
820 $479,000
Q2 2024

Jul 11, 2024

BUY
$439.2 - $524.63 $38,210 - $45,642
87 Added 12.52%
782 $398,000
Q1 2024

Apr 12, 2024

BUY
$472.6 - $545.42 $13,705 - $15,817
29 Added 4.35%
695 $343,000
Q4 2023

Jan 08, 2024

BUY
$509.47 - $552.97 $49,928 - $54,191
98 Added 17.25%
666 $350,000
Q3 2023

Oct 10, 2023

SELL
$447.75 - $510.93 $13,880 - $15,838
-31 Reduced 5.18%
568 $286,000
Q2 2023

Jul 17, 2023

BUY
$458.49 - $526.23 $25,675 - $29,468
56 Added 10.31%
599 $287,000
Q1 2023

Apr 14, 2023

SELL
$460.33 - $518.33 $23,937 - $26,953
-52 Reduced 8.74%
543 $256,000
Q4 2022

Jan 18, 2023

BUY
$498.86 - $555.15 $36,416 - $40,525
73 Added 13.98%
595 $0
Q3 2022

Oct 24, 2022

BUY
$501.24 - $549.95 $5,012 - $5,499
10 Added 1.95%
522 $263,000
Q2 2022

Jul 07, 2022

BUY
$452.06 - $546.01 $24,411 - $29,484
54 Added 11.79%
512 $263,000
Q1 2022

Apr 26, 2022

BUY
$455.89 - $520.82 $16,412 - $18,749
36 Added 8.53%
458 $233,000
Q4 2021

Feb 01, 2022

BUY
$387.01 - $505.58 $163,318 - $213,354
422 New
422 $212,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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