Clearstead Advisors, LLC Unitedhealth Group Inc Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 45,932 shares of UNH stock, worth $23.2 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

45,932

Previous 42,707 7.55%

Holding current value

$23.2 Million

Previous $21.7 Million 23.48%

% of portfolio

0.43%

Previous 0.38%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$488.01 - $604.18 $1.57 Million - $1.95 Million	3,225 Added 7.55%	45,932 $26.9 Million
Q2 2024 Aug 09, 2024	BUY	$439.2 - $524.63 $13.4 Million - $16 Million	30,483 Added 249.37%	42,707 $21.7 Million
Q1 2024 May 14, 2024	SELL	$472.6 - $545.42 $527,421 - $608,688	-1,116 Reduced 8.37%	12,224 $6.05 Million
Q4 2023 Feb 12, 2024	BUY	$509.47 - $552.97 $714,786 - $775,816	1,403 Added 11.75%	13,340 $7.02 Million
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $2.33 Million - $2.65 Million	-5,196 Reduced 30.33%	11,937 $6.02 Million
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $2.48 Million - $2.83 Million	5,546 Added 47.86%	17,133 $8.64 Million
Q2 2023 Aug 07, 2023	BUY	$458.49 - $526.23 $95,824 - $109,982	209 Added 1.84%	11,587 $5.57 Million
Q1 2023 May 09, 2023	BUY	$460.33 - $518.33 $470,457 - $529,733	1,022 Added 9.87%	11,378 $5.38 Million
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $32,425 - $36,084	65 Added 0.63%	10,356 $5.49 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $2.64 Million - $2.89 Million	-5,259 Reduced 33.82%	10,291 $5.2 Million
Q2 2022 Aug 12, 2022	BUY	$452.06 - $546.01 $125,672 - $151,790	278 Added 1.82%	15,550 $7.99 Million
Q1 2022 May 04, 2022	BUY	$455.89 - $520.82 $449,963 - $514,049	987 Added 6.91%	15,272 $7.79 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $255,813 - $334,188	661 Added 4.85%	14,285 $7.17 Million
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $238,742 - $262,552	-611 Reduced 4.29%	13,624 $5.32 Million
Q2 2021 Aug 12, 2021	BUY	$364.37 - $420.89 $13,117 - $15,152	36 Added 0.25%	14,235 $5.7 Million
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $66,814 - $78,086	206 Added 1.47%	14,199 $5.28 Million
Q4 2020 Feb 11, 2021	BUY	$303.68 - $356.82 $1.69 Million - $1.98 Million	5,556 Added 65.85%	13,993 $4.91 Million
Q3 2020 Nov 12, 2020	BUY	$291.16 - $323.7 $42,800 - $47,583	147 Added 1.77%	8,437 $2.63 Million
Q2 2020 Aug 11, 2020	BUY	$229.49 - $311.85 $99,369 - $135,031	433 Added 5.51%	8,290 $2.45 Million
Q1 2020 May 14, 2020	SELL	$194.86 - $305.31 $88,856 - $139,221	-456 Reduced 5.49%	7,857 $1.96 Million
Q4 2019 Feb 11, 2020	BUY	$215.36 - $295.97 $131,369 - $180,541	610 Added 7.92%	8,313 $2.44 Million
Q3 2019 Nov 12, 2019	SELL	$215.26 - $266.65 $35,517 - $43,997	-165 Reduced 2.1%	7,703 $1.67 Million
Q2 2019 Aug 08, 2019	BUY	$216.84 - $252.28 $174,339 - $202,833	804 Added 11.38%	7,868 $1.92 Million
Q1 2019 May 14, 2019	BUY	$236.02 - $271.13 $22,657 - $26,028	96 Added 1.38%	7,064 $1.75 Million
Q4 2018 Feb 11, 2019	BUY	$232.94 - $286.33 $61,729 - $75,877	265 Added 3.95%	6,968 $1.74 Million
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $13,583 - $14,830	-55 Reduced 0.81%	6,703 $1.78 Million
Q2 2018 Aug 07, 2018	BUY	$217.2 - $255.98 $1,520 - $1,791	7 Added 0.1%	6,758 $1.66 Million
Q1 2018 May 14, 2018	SELL	$212.55 - $248.47 $91,609 - $107,090	-431 Reduced 6.0%	6,751 $1.45 Million
Q4 2017 Feb 09, 2018	SELL	$192.52 - $228.17 $67,574 - $80,087	-351 Reduced 4.66%	7,182 $1.58 Million
Q3 2017 Nov 09, 2017	BUY	$190.82 - $199.75 $1.44 Million - $1.5 Million	7,533	7,533 $1.48 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $473B
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

Portfolio Update

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

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Unitedhealth Group Inc Transaction History