A detailed history of Circle Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Circle Wealth Management, LLC holds 5,250 shares of UNH stock, worth $3.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,250
Previous 5,696 7.83%
Holding current value
$3.1 Million
Previous $2.82 Million 5.11%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 13, 2024

SELL
$439.2 - $524.63 $195,883 - $233,984
-446 Reduced 7.83%
5,250 $2.67 Million
Q1 2024

May 14, 2024

SELL
$472.6 - $545.42 $15,123 - $17,453
-32 Reduced 0.56%
5,696 $2.82 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $72,854 - $79,074
143 Added 2.56%
5,728 $3.02 Million
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $498,345 - $568,665
1,113 Added 24.89%
5,585 $2.82 Million
Q2 2023

Aug 11, 2023

BUY
$458.49 - $526.23 $458 - $526
1 Added 0.02%
4,472 $2.15 Million
Q4 2022

Feb 13, 2023

SELL
$498.86 - $555.15 $86,801 - $96,596
-174 Reduced 3.75%
4,471 $2.37 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $245,607 - $269,475
-490 Reduced 9.54%
4,645 $2.35 Million
Q2 2022

Aug 12, 2022

SELL
$452.06 - $546.01 $1,356 - $1,638
-3 Reduced 0.06%
5,135 $2.64 Million
Q1 2022

May 16, 2022

SELL
$455.89 - $520.82 $56,074 - $64,060
-123 Reduced 2.34%
5,138 $2.62 Million
Q4 2021

Feb 14, 2022

BUY
$387.01 - $505.58 $387 - $505
1 Added 0.02%
5,261 $2.64 Million
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $2,344 - $2,578
6 Added 0.11%
5,260 $2.06 Million
Q2 2021

Aug 16, 2021

BUY
$364.37 - $420.89 $116,598 - $134,684
320 Added 6.49%
5,254 $2.1 Million
Q1 2021

May 17, 2021

BUY
$324.34 - $379.06 $39,569 - $46,245
122 Added 2.54%
4,934 $1.84 Million
Q4 2020

Feb 18, 2021

BUY
$303.68 - $356.82 $107,199 - $125,957
353 Added 7.92%
4,812 $1.69 Million
Q3 2020

Nov 16, 2020

BUY
$291.16 - $323.7 $46,876 - $52,115
161 Added 3.75%
4,459 $1.39 Million
Q2 2020

Aug 14, 2020

BUY
$229.49 - $311.85 $636,375 - $864,760
2,773 Added 181.84%
4,298 $1.27 Million
Q1 2020

May 15, 2020

BUY
$194.86 - $305.31 $10,327 - $16,181
53 Added 3.6%
1,525 $380,000
Q4 2019

Feb 24, 2020

SELL
$215.36 - $295.97 $32,088 - $44,099
-149 Reduced 9.19%
1,472 $433,000
Q3 2019

Nov 15, 2019

SELL
$215.26 - $266.65 $3,444 - $4,266
-16 Reduced 0.98%
1,621 $352,000
Q2 2019

Aug 14, 2019

BUY
$216.84 - $252.28 $148,969 - $173,316
687 Added 72.32%
1,637 $399,000
Q1 2019

May 15, 2019

SELL
$236.02 - $271.13 $9,204 - $10,574
-39 Reduced 3.94%
950 $235,000
Q4 2018

Feb 14, 2019

SELL
$232.94 - $286.33 $119,498 - $146,887
-513 Reduced 34.15%
989 $246,000
Q3 2018

Nov 14, 2018

SELL
$246.98 - $269.65 $1,728 - $1,887
-7 Reduced 0.46%
1,502 $400,000
Q2 2018

Aug 15, 2018

BUY
$217.2 - $255.98 $4,126 - $4,863
19 Added 1.28%
1,509 $370,000
Q1 2018

May 15, 2018

BUY
$212.55 - $248.47 $1,062 - $1,242
5 Added 0.34%
1,490 $319,000
Q4 2017

Feb 14, 2018

BUY
$192.52 - $228.17 $3,080 - $3,650
16 Added 1.09%
1,485 $327,000
Q3 2017

Nov 14, 2017

BUY
$190.82 - $199.75 $280,314 - $293,432
1,469
1,469 $288,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.