Connecticut Wealth Management, LLC Unitedhealth Group Inc Transaction History

Connecticut Wealth Management, LLC

$2.06 Billion
Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 10,999 shares of UNH stock, worth $6.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

10,999

Previous 11,629 5.42%

Holding current value

$6.5 Million

Previous $5.92 Million 8.58%

% of portfolio

0.31%

Previous 0.31%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$488.01 - $604.18 $307,446 - $380,633	-630 Reduced 5.42%	10,999 $6.43 Million
Q2 2024 Aug 13, 2024	SELL	$439.2 - $524.63 $279,331 - $333,664	-636 Reduced 5.19%	11,629 $5.92 Million
Q1 2024 May 01, 2024	SELL	$472.6 - $545.42 $20,794 - $23,998	-44 Reduced 0.36%	12,265 $6.07 Million
Q4 2023 Feb 06, 2024	BUY	$509.47 - $552.97 $1.14 Million - $1.24 Million	2,236 Added 22.2%	12,309 $6.48 Million
Q3 2023 Oct 19, 2023	SELL	$447.75 - $510.93 $1.43 Million - $1.63 Million	-3,187 Reduced 24.03%	10,073 $5.08 Million
Q2 2023 Jul 25, 2023	BUY	$458.49 - $526.23 $2.58 Million - $2.96 Million	5,627 Added 73.72%	13,260 $6.37 Million
Q1 2023 Apr 18, 2023	SELL	$460.33 - $518.33 $5,984 - $6,738	-13 Reduced 0.17%	7,633 $3.61 Million
Q4 2022 Jan 17, 2023	SELL	$498.86 - $555.15 $185,077 - $205,960	-371 Reduced 4.63%	7,646 $0
Q3 2022 Nov 02, 2022	BUY	$501.24 - $549.95 $288,714 - $316,771	576 Added 7.74%	8,017 $4.05 Million
Q2 2022 Jul 12, 2022	SELL	$452.06 - $546.01 $15,822 - $19,110	-35 Reduced 0.47%	7,441 $3.82 Million
Q1 2022 Apr 18, 2022	SELL	$455.89 - $520.82 $290,857 - $332,283	-638 Reduced 7.86%	7,476 $3.81 Million
Q4 2021 Jan 24, 2022	SELL	$387.01 - $505.58 $91,721 - $119,822	-237 Reduced 2.84%	8,114 $4.07 Million
Q3 2021 Nov 02, 2021	BUY	$390.74 - $429.71 $5,079 - $5,586	13 Added 0.16%	8,351 $3.26 Million
Q2 2021 Jul 29, 2021	SELL	$364.37 - $420.89 $413,195 - $477,289	-1,134 Reduced 11.97%	8,338 $3.34 Million
Q1 2021 May 12, 2021	BUY	$324.34 - $379.06 $3.07 Million - $3.59 Million	9,472 New	9,472 $3.52 Million
Q1 2021 Apr 29, 2021	SELL	$324.34 - $379.06 $3.35 Million - $3.91 Million	-10,326 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$303.68 - $356.82 $70,150 - $82,425	-231 Reduced 2.19%	10,326 $3.62 Million
Q3 2020 Oct 13, 2020	SELL	$291.16 - $323.7 $588,725 - $654,521	-2,022 Reduced 16.07%	10,557 $3.29 Million
Q2 2020 Jul 14, 2020	BUY	$229.49 - $311.85 $1.35 Million - $1.83 Million	5,881 Added 87.8%	12,579 $3.71 Million
Q1 2020 Apr 20, 2020	SELL	$194.86 - $305.31 $38,387 - $60,146	-197 Reduced 2.86%	6,698 $1.67 Million
Q4 2019 Jan 29, 2020	BUY	$215.36 - $295.97 $191,670 - $263,413	890 Added 14.82%	6,895 $2.03 Million
Q3 2019 Oct 24, 2019	BUY	$215.26 - $266.65 $753,410 - $933,274	3,500 Added 139.72%	6,005 $1.31 Million
Q2 2019 Jul 29, 2019	BUY	$216.84 - $252.28 $543,184 - $631,961	2,505 New	2,505 $611,000

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...

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Connecticut Wealth Management, LLC Unitedhealth Group Inc Transaction History