A detailed history of Colonial River Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 2,677 shares of UNH stock, worth $1.6 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
2,677
Previous 2,219 20.64%
Holding current value
$1.6 Million
Previous $1.13 Million 38.5%
% of portfolio
0.78%
Previous 0.61%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$488.01 - $604.18 $223,508 - $276,714
458 Added 20.64%
2,677 $1.57 Million
Q2 2024

Jul 19, 2024

SELL
$439.2 - $524.63 $18,885 - $22,559
-43 Reduced 1.9%
2,219 $1.13 Million
Q1 2024

May 10, 2024

SELL
$472.6 - $545.42 $427,230 - $493,059
-904 Reduced 28.55%
2,262 $1.12 Million
Q4 2023

Jan 23, 2024

BUY
$509.47 - $552.97 $373,441 - $405,327
733 Added 30.13%
3,166 $1.67 Million
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $263,277 - $300,426
588 Added 31.87%
2,433 $1.23 Million
Q2 2023

Aug 08, 2023

SELL
$458.49 - $526.23 $174,226 - $199,967
-380 Reduced 17.08%
1,845 $886,000
Q1 2023

May 04, 2023

SELL
$460.33 - $518.33 $87,462 - $98,482
-190 Reduced 7.87%
2,225 $1.05 Million
Q4 2022

Feb 10, 2023

BUY
$498.86 - $555.15 $81,314 - $90,489
163 Added 7.24%
2,415 $1.28 Million
Q3 2022

Nov 14, 2022

SELL
$501.24 - $549.95 $59,647 - $65,444
-119 Reduced 5.02%
2,252 $1.14 Million
Q2 2022

Aug 15, 2022

BUY
$452.06 - $546.01 $128,385 - $155,066
284 Added 13.61%
2,371 $1.22 Million
Q1 2022

Apr 15, 2022

SELL
$455.89 - $520.82 $175,061 - $199,994
-384 Reduced 15.54%
2,087 $1.06 Million
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $956,301 - $1.25 Million
2,471 New
2,471 $1.24 Million
Q3 2021

Oct 25, 2021

SELL
$390.74 - $429.71 $739,280 - $813,011
-1,892 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$364.37 - $420.89 $19,311 - $22,307
-53 Reduced 2.72%
1,892 $758,000
Q1 2021

May 17, 2021

SELL
$324.34 - $379.06 $41,515 - $48,519
-128 Reduced 6.17%
1,945 $724,000
Q4 2020

Feb 19, 2021

BUY
$303.68 - $356.82 $629,528 - $739,687
2,073 New
2,073 $683,000

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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