A detailed history of Core Wealth Advisors, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 196 shares of UNH stock, worth $97,655. This represents 0.03% of its overall portfolio holdings.

Number of Shares
196
Previous 4,485 95.63%
Holding current value
$97,655
Previous $2.36 Million 95.93%
% of portfolio
0.03%
Previous 0.87%

Shares

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

May 15, 2024

SELL
$472.6 - $545.42 $2.03 Million - $2.34 Million
-4,289 Reduced 95.63%
196 $96,000
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $6,623 - $7,188
13 Added 0.29%
4,485 $2.36 Million
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $52,386 - $59,778
117 Added 2.69%
4,472 $2.25 Million
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $91,239 - $104,719
199 Added 4.79%
4,355 $2.09 Million
Q1 2023

Apr 27, 2023

BUY
$460.33 - $518.33 $439,615 - $495,005
955 Added 29.83%
4,156 $1.96 Million
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $96,778 - $107,699
194 Added 6.45%
3,201 $1.7 Million
Q3 2022

Nov 10, 2022

BUY
$501.24 - $549.95 $40,099 - $43,996
80 Added 2.73%
3,007 $1.52 Million
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $1.32 Million - $1.6 Million
2,927 New
2,927 $1.5 Million
Q3 2021

Nov 09, 2021

SELL
$390.74 - $429.71 $5,861 - $6,445
-15 Closed
0 $0
Q2 2021

Aug 03, 2021

BUY
$364.37 - $420.89 $5,465 - $6,313
15 New
15 $6,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $466B
  • 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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