A detailed history of Cladis Investment Advisory, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 2,314 shares of UNH stock, worth $1.33 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
2,314
Previous 2,439 5.13%
Holding current value
$1.33 Million
Previous $1.28 Million 10.9%
% of portfolio
1.01%
Previous 1.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$472.6 - $545.42 $59,075 - $68,177
-125 Reduced 5.13%
2,314 $1.14 Million
Q4 2023

Feb 13, 2024

SELL
$509.47 - $552.97 $7,642 - $8,294
-15 Reduced 0.61%
2,439 $1.28 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $52,834 - $60,289
118 Added 5.05%
2,454 $1.24 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $74,829 - $83,272
150 Added 6.86%
2,336 $1.24 Million
Q3 2022

Nov 17, 2022

BUY
$501.24 - $549.95 $4,511 - $4,949
9 Added 0.41%
2,186 $1.1 Million
Q4 2021

May 10, 2022

BUY
$387.01 - $505.58 $842,520 - $1.1 Million
2,177 New
2,177 $1.09 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $539B
  • 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 Cladis Investment Advisory, LLC Portfolio

Follow Cladis Investment Advisory, 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 Cladis Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cladis Investment Advisory, LLC with notifications on news.