A detailed history of Confluence Wealth Services, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 6,079 shares of UNH stock, worth $3.04 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,079
Previous 4,951 22.78%
Holding current value
$3.04 Million
Previous $2.52 Million 40.98%
% of portfolio
0.27%
Previous 0.21%

Shares

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

Oct 29, 2024

BUY
$488.01 - $604.18 $550,475 - $681,515
1,128 Added 22.78%
6,079 $3.55 Million
Q2 2024

Jul 31, 2024

BUY
$439.2 - $524.63 $93,549 - $111,746
213 Added 4.5%
4,951 $2.52 Million
Q1 2024

Apr 22, 2024

BUY
$472.6 - $545.42 $87,903 - $101,448
186 Added 4.09%
4,738 $2.34 Million
Q4 2023

Jan 25, 2024

BUY
$509.47 - $552.97 $214,996 - $233,353
422 Added 10.22%
4,552 $2.4 Million
Q3 2023

Nov 01, 2023

BUY
$447.75 - $510.93 $237,755 - $271,303
531 Added 14.75%
4,130 $2.08 Million
Q2 2023

Aug 01, 2023

BUY
$458.49 - $526.23 $140,297 - $161,026
306 Added 9.29%
3,599 $1.73 Million
Q1 2023

May 11, 2023

BUY
$460.33 - $518.33 $296,452 - $333,804
644 Added 24.31%
3,293 $1.56 Million
Q4 2022

Feb 10, 2023

BUY
$498.86 - $555.15 $81,314 - $90,489
163 Added 6.56%
2,649 $1.4 Million
Q3 2022

Nov 08, 2022

SELL
$501.24 - $549.95 $274,178 - $300,822
-547 Reduced 18.03%
2,486 $1.26 Million
Q2 2022

Aug 15, 2022

SELL
$452.06 - $546.01 $1,808 - $2,184
-4 Reduced 0.13%
3,033 $1.62 Million
Q1 2022

Apr 26, 2022

SELL
$455.89 - $520.82 $18,235 - $20,832
-40 Reduced 1.3%
3,037 $1.55 Million
Q4 2021

Feb 10, 2022

BUY
$387.01 - $505.58 $1.19 Million - $1.56 Million
3,077 New
3,077 $1.55 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 $468B
  • 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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