Consilium Wealth Advisory, LLC Unitedhealth Group Inc Transaction History

Consilium Wealth Advisory, LLC

$181 Million
Q3 2024

A detailed history of Consilium Wealth Advisory, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 4,426 shares of UNH stock, worth $2.64 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

4,426

Previous 3,962 11.71%

Holding current value

$2.64 Million

Previous $2.02 Million 28.26%

% of portfolio

1.43%

Previous 1.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$488.01 - $604.18 $226,436 - $280,339	464 Added 11.71%	4,426 $2.59 Million
Q2 2024 Aug 01, 2024	SELL	$439.2 - $524.63 $106,286 - $126,960	-242 Reduced 5.76%	3,962 $2.02 Million
Q1 2024 Apr 30, 2024	SELL	$472.6 - $545.42 $457,949 - $528,511	-969 Reduced 18.73%	4,204 $2.08 Million
Q4 2023 Jan 10, 2024	BUY	$509.47 - $552.97 $156,916 - $170,314	308 Added 6.33%	5,173 $2.72 Million
Q3 2023 Oct 10, 2023	SELL	$447.75 - $510.93 $32,685 - $37,297	-73 Reduced 1.48%	4,865 $2.45 Million
Q2 2023 Jul 13, 2023	BUY	$458.49 - $526.23 $31,177 - $35,783	68 Added 1.4%	4,938 $2.37 Million
Q1 2023 Apr 13, 2023	SELL	$460.33 - $518.33 $213,132 - $239,986	-463 Reduced 8.68%	4,870 $2.3 Million
Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $28,435 - $31,643	57 Added 1.08%	5,333 $2.83 Million
Q3 2022 Oct 12, 2022	BUY	$501.24 - $549.95 $287,711 - $315,671	574 Added 12.21%	5,276 $2.67 Million
Q2 2022 Jul 12, 2022	BUY	$452.06 - $546.01 $47,918 - $57,877	106 Added 2.31%	4,702 $2.42 Million
Q1 2022 Apr 18, 2022	SELL	$455.89 - $520.82 $157,737 - $180,203	-346 Reduced 7.0%	4,596 $2.34 Million
Q4 2021 Jan 26, 2022	BUY	$387.01 - $505.58 $1.91 Million - $2.5 Million	4,942 New	4,942 $2.48 Million

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

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

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Consilium Wealth Advisory, LLC Unitedhealth Group Inc Transaction History