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 $3.13 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,250
Previous 5,696 7.83%
Holding current value
$3.13 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 $558B
  • 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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