A detailed history of Consilio Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 557 shares of UNH stock, worth $271,821. This represents 0.13% of its overall portfolio holdings.

Number of Shares
557
Previous 705 20.99%
Holding current value
$271,821
Previous $371,000 25.88%
% of portfolio
0.13%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

SELL
$472.6 - $545.42 $69,944 - $80,722
-148 Reduced 20.99%
557 $275,000
Q4 2023

Jan 11, 2024

BUY
$509.47 - $552.97 $128,386 - $139,348
252 Added 55.63%
705 $371,000
Q3 2023

Oct 11, 2023

SELL
$447.75 - $510.93 $5,820 - $6,642
-13 Reduced 2.79%
453 $228,000
Q2 2023

Jul 13, 2023

SELL
$458.49 - $526.23 $27,967 - $32,100
-61 Reduced 11.57%
466 $223,000
Q1 2023

Apr 06, 2023

BUY
$460.33 - $518.33 $28,080 - $31,618
61 Added 13.09%
527 $249,000
Q4 2022

Jan 25, 2023

BUY
$498.86 - $555.15 $232,468 - $258,699
466 New
466 $0

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $456B
  • 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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