Clearstead Trust, LLC Unitedhealth Group Inc Transaction History

Clearstead Trust, LLC

$372 Million
Q3 2024

A detailed history of Clearstead Trust, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Clearstead Trust, LLC holds 11,058 shares of UNH stock, worth $6.53 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

11,058

Previous 11,524 4.04%

Holding current value

$6.53 Million

Previous $5.87 Million 10.17%

% of portfolio

1.74%

Previous 1.64%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$488.01 - $604.18 $227,412 - $281,547	-466 Reduced 4.04%	11,058 $6.47 Million
Q2 2024 Aug 09, 2024	SELL	$439.2 - $524.63 $153,280 - $183,095	-349 Reduced 2.94%	11,524 $5.87 Million
Q1 2024 May 10, 2024	SELL	$472.6 - $545.42 $388,477 - $448,335	-822 Reduced 6.47%	11,873 $5.87 Million
Q4 2023 Feb 06, 2024	BUY	$509.47 - $552.97 $948,123 - $1.03 Million	1,861 Added 17.18%	12,695 $6.68 Million
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $682,371 - $778,657	-1,524 Reduced 12.33%	10,834 $5.46 Million
Q2 2023 Aug 08, 2023	SELL	$458.49 - $526.23 $634,550 - $728,302	-1,384 Reduced 10.07%	12,358 $5.94 Million
Q1 2023 May 10, 2023	SELL	$460.33 - $518.33 $600,730 - $676,420	-1,305 Reduced 8.67%	13,742 $6.49 Million
Q4 2022 Jan 31, 2023	BUY	$498.86 - $555.15 $114,238 - $127,129	229 Added 1.55%	15,047 $7.98 Million
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $2.83 Million - $3.11 Million	5,652 Added 61.66%	14,818 $7.48 Million
Q2 2022 Aug 11, 2022	BUY	$452.06 - $546.01 $166,358 - $200,931	368 Added 4.18%	9,166 $4.71 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $47,868 - $54,686	105 Added 1.21%	8,798 $4.49 Million
Q4 2021 Feb 09, 2022	SELL	$387.01 - $505.58 $29,025 - $37,918	-75 Reduced 0.86%	8,693 $4.37 Million
Q3 2021 Nov 02, 2021	BUY	$390.74 - $429.71 $230,927 - $253,958	591 Added 7.23%	8,768 $3.43 Million
Q2 2021 Aug 12, 2021	SELL	$364.37 - $420.89 $117,691 - $135,947	-323 Reduced 3.8%	8,177 $3.43 Million
Q1 2021 Apr 30, 2021	BUY	$324.34 - $379.06 $81,409 - $95,144	251 Added 3.04%	8,500 $3.16 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $20,953 - $24,620	69 Added 0.84%	8,249 $2.89 Million
Q3 2020 Oct 23, 2020	SELL	$291.16 - $323.7 $74,245 - $82,543	-255 Reduced 3.02%	8,180 $2.55 Million
Q2 2020 Aug 17, 2020	SELL	$229.49 - $311.85 $414,229 - $562,889	-1,805 Reduced 17.63%	8,435 $2.49 Million
Q1 2020 May 12, 2020	SELL	$194.86 - $305.31 $109,121 - $170,973	-560 Reduced 5.19%	10,240 $2.55 Million
Q4 2019 Feb 03, 2020	SELL	$215.36 - $295.97 $158,720 - $218,129	-737 Reduced 6.39%	10,800 $3.18 Million
Q3 2019 Nov 07, 2019	BUY	$215.26 - $266.65 $24,109 - $29,864	112 Added 0.98%	11,537 $2.51 Million
Q2 2019 Jul 31, 2019	BUY	$216.84 - $252.28 $228,549 - $265,903	1,054 Added 10.16%	11,425 $0
Q1 2019 May 13, 2019	SELL	$236.02 - $271.13 $127,922 - $146,952	-542 Reduced 4.97%	10,371 $2.57 Million
Q4 2018 Feb 13, 2019	SELL	$232.94 - $286.33 $314,003 - $385,972	-1,348 Reduced 10.99%	10,913 $2.72 Million
Q3 2018 Nov 15, 2018	SELL	$246.98 - $269.65 $163,253 - $178,238	-661 Reduced 5.12%	12,261 $3.26 Million
Q2 2018 Aug 20, 2018	SELL	$217.2 - $255.98 $29,322 - $34,557	-135 Reduced 1.03%	12,922 $3.17 Million
Q1 2018 May 15, 2018	BUY	$212.55 - $248.47 $141,558 - $165,481	666 Added 5.37%	13,057 $2.79 Million
Q4 2017 Feb 14, 2018	BUY	$192.52 - $228.17 $29,263 - $34,681	152 Added 1.24%	12,391 $2.73 Million
Q3 2017 Nov 17, 2017	SELL	$190.82 - $199.75 $17,173 - $17,977	-90 Reduced 0.73%	12,239 $2.4 Million
Q2 2017 Aug 21, 2017	BUY	N/A	12,329	12,329 $2.29 Million

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

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 $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

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Clearstead Trust, LLC Unitedhealth Group Inc Transaction History