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 $3.63 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
6,079
Previous 4,951 22.78%
Holding current value
$3.63 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 $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
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.