Copperleaf Capital, LLC Unitedhealth Group Inc Transaction History

Copperleaf Capital, LLC

$110 Million
Q2 2024

A detailed history of Copperleaf Capital, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Copperleaf Capital, LLC holds 1,475 shares of UNH stock, worth $856,296. This represents 0.69% of its overall portfolio holdings.

Number of Shares

1,475

Previous 1,502 1.8%

Holding current value

$856,296

Previous $743,000 1.08%

% of portfolio

0.69%

Previous 0.71%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$439.2 - $524.63 $11,858 - $14,165	-27 Reduced 1.8%	1,475 $751,000
Q1 2024 May 14, 2024	BUY	$472.6 - $545.42 $25,520 - $29,452	54 Added 3.73%	1,502 $743,000
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $90,445 - $103,207	-202 Reduced 12.24%	1,448 $730,000
Q2 2023 Aug 11, 2023	SELL	$458.49 - $526.23 $264,090 - $303,108	-576 Reduced 25.88%	1,650 $793,000
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $10,587 - $11,921	23 Added 1.04%	2,226 $1.05 Million
Q4 2022 Feb 10, 2023	SELL	$498.86 - $555.15 $499,358 - $555,705	-1,001 Reduced 31.24%	2,203 $1.17 Million
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $111,776 - $122,638	223 Added 7.48%	3,204 $1.62 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $20,342 - $24,570	45 Added 1.53%	2,981 $1.53 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $29,176 - $33,332	64 Added 2.23%	2,936 $1.5 Million
Q4 2021 Feb 11, 2022	SELL	$387.01 - $505.58 $79,337 - $103,643	-205 Reduced 6.66%	2,872 $1.44 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $21,099 - $23,204	54 Added 1.79%	3,077 $1.2 Million
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $10,566 - $12,205	-29 Reduced 0.95%	3,023 $1.21 Million
Q1 2021 May 07, 2021	BUY	$324.34 - $379.06 $82,058 - $95,902	253 Added 9.04%	3,052 $1.14 Million
Q4 2020 Feb 04, 2021	SELL	$303.68 - $356.82 $61,950 - $72,791	-204 Reduced 6.79%	2,799 $981,000
Q3 2020 Nov 05, 2020	SELL	$291.16 - $323.7 $2,911 - $3,237	-10 Reduced 0.33%	3,003 $936,000
Q2 2020 Jul 08, 2020	SELL	$229.49 - $311.85 $12,162 - $16,528	-53 Reduced 1.73%	3,013 $889,000
Q1 2020 May 05, 2020	SELL	$194.86 - $305.31 $59,432 - $93,119	-305 Reduced 9.05%	3,066 $765,000
Q4 2019 Feb 12, 2020	BUY	$215.36 - $295.97 $725,978 - $997,714	3,371 New	3,371 $991,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $543B
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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Copperleaf Capital, LLC Unitedhealth Group Inc Transaction History