A detailed history of Colonial Trust Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Colonial Trust Advisors holds 40,466 shares of UNH stock, worth $22.6 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
40,466
Previous 40,300 0.41%
Holding current value
$22.6 Million
Previous $19.9 Million 3.37%
% of portfolio
1.99%
Previous 1.99%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$439.2 - $524.63 $72,907 - $87,088
166 Added 0.41%
40,466 $20.6 Million
Q1 2024

May 13, 2024

SELL
$472.6 - $545.42 $310,498 - $358,340
-657 Reduced 1.6%
40,300 $19.9 Million
Q4 2023

Feb 14, 2024

SELL
$509.47 - $552.97 $407,576 - $442,376
-800 Reduced 1.92%
40,957 $21.6 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $86,863 - $99,120
194 Added 0.47%
41,757 $21.1 Million
Q2 2023

Aug 14, 2023

SELL
$458.49 - $526.23 $349,369 - $400,987
-762 Reduced 1.8%
41,563 $20 Million
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $247,657 - $278,861
-538 Reduced 1.26%
42,325 $20 Million
Q4 2022

Feb 14, 2023

SELL
$498.86 - $555.15 $197,548 - $219,839
-396 Reduced 0.92%
42,863 $22.7 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $21.7 Million - $23.8 Million
43,259 New
43,259 $21.8 Million
Q2 2022

Aug 12, 2022

SELL
$452.06 - $546.01 $184,440 - $222,772
-408 Reduced 0.95%
42,488 $21.8 Million
Q1 2022

May 09, 2022

SELL
$455.89 - $520.82 $44,221 - $50,519
-97 Reduced 0.23%
42,896 $21.9 Million
Q4 2021

Feb 14, 2022

SELL
$387.01 - $505.58 $292,579 - $382,218
-756 Reduced 1.73%
42,993 $21.6 Million
Q3 2021

Nov 12, 2021

SELL
$390.74 - $429.71 $242,258 - $266,420
-620 Reduced 1.4%
43,749 $17.1 Million
Q2 2021

Aug 05, 2021

SELL
$364.37 - $420.89 $94,371 - $109,010
-259 Reduced 0.58%
44,369 $17.8 Million
Q1 2021

May 10, 2021

SELL
$324.34 - $379.06 $69,733 - $81,497
-215 Reduced 0.48%
44,628 $16.6 Million
Q4 2020

Jan 29, 2021

SELL
$303.68 - $356.82 $11,236 - $13,202
-37 Reduced 0.08%
44,843 $15.7 Million
Q3 2020

Oct 26, 2020

SELL
$291.16 - $323.7 $222,446 - $247,306
-764 Reduced 1.67%
44,880 $14 Million
Q2 2020

Aug 10, 2020

BUY
$229.49 - $311.85 $166,609 - $226,403
726 Added 1.62%
45,644 $13.5 Million
Q1 2020

May 06, 2020

SELL
$194.86 - $305.31 $4,092 - $6,411
-21 Reduced 0.05%
44,918 $11.2 Million
Q4 2019

Feb 14, 2020

SELL
$215.36 - $295.97 $51,471 - $70,736
-239 Reduced 0.53%
44,939 $13.2 Million
Q3 2019

Nov 15, 2019

SELL
$215.26 - $266.65 $7,749 - $9,599
-36 Reduced 0.08%
45,178 $9.82 Million
Q2 2019

Aug 21, 2019

SELL
$216.84 - $252.28 $71,774 - $83,504
-331 Reduced 0.73%
45,214 $11 Million
Q1 2019

May 15, 2019

BUY
$236.02 - $271.13 $962,253 - $1.11 Million
4,077 Added 9.83%
45,545 $11.3 Million
Q4 2018

Feb 12, 2019

SELL
$232.94 - $286.33 $840,680 - $1.03 Million
-3,609 Reduced 8.01%
41,468 $10.3 Million
Q3 2018

Nov 14, 2018

SELL
$246.98 - $269.65 $200,053 - $218,416
-810 Reduced 1.77%
45,077 $12 Million
Q2 2018

Aug 14, 2018

SELL
$217.2 - $255.98 $133,578 - $157,427
-615 Reduced 1.32%
45,887 $11.3 Million
Q1 2018

May 10, 2018

SELL
$212.55 - $248.47 $2.57 Million - $3.01 Million
-12,098 Reduced 20.65%
46,502 $9.95 Million
Q4 2017

Feb 21, 2018

BUY
$192.52 - $228.17 $2.3 Million - $2.73 Million
11,951 Added 25.62%
58,600 $12.9 Million
Q3 2017

Nov 14, 2017

BUY
$190.82 - $199.75 $81,289 - $85,093
426 Added 0.92%
46,649 $9.14 Million
Q2 2017

Aug 14, 2017

BUY
N/A
46,223
46,223 $8.57 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 $522B
  • 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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