Cornerstone Wealth Management, LLC Unitedhealth Group Inc Transaction History

Cornerstone Wealth Management, LLC

$1.39 Billion
Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 1,964 shares of UNH stock, worth $1.01 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,964

Previous 1,964 -0.0%

Holding current value

$1.01 Million

Previous $1 Million 14.8%

% of portfolio

0.08%

Previous 0.08%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	BUY	$439.2 - $524.63 $43,041 - $51,413	98 Added 5.25%	1,964 $1 Million
Q1 2024 Apr 19, 2024	BUY	$472.6 - $545.42 $4,726 - $5,454	10 Added 0.54%	1,866 $923,000
Q4 2023 Jan 10, 2024	SELL	$509.47 - $552.97 $621,553 - $674,623	-1,220 Reduced 39.66%	1,856 $977,000
Q3 2023 Nov 06, 2023	BUY	$447.75 - $510.93 $576,702 - $658,077	1,288 Added 72.04%	3,076 $1.55 Million
Q2 2023 Jul 14, 2023	BUY	$458.49 - $526.23 $98,116 - $112,613	214 Added 13.6%	1,788 $859,000
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $42,810 - $48,204	-93 Reduced 5.58%	1,574 $743,000
Q3 2022 Oct 14, 2022	BUY	$501.24 - $549.95 $39,096 - $42,896	78 Added 4.91%	1,667 $842,000
Q2 2022 Aug 04, 2022	BUY	$452.06 - $546.01 $20,342 - $24,570	45 Added 2.91%	1,589 $816,000
Q1 2022 Apr 21, 2022	SELL	$455.89 - $520.82 $358,785 - $409,885	-787 Reduced 33.76%	1,544 $787,000
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $385,461 - $503,557	996 Added 74.61%	2,331 $1.2 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $43,372 - $47,697	111 Added 9.07%	1,335 $522,000
Q2 2021 Aug 09, 2021	SELL	$364.37 - $420.89 $10,931 - $12,626	-30 Reduced 2.39%	1,224 $490,000
Q1 2021 Apr 30, 2021	BUY	$324.34 - $379.06 $6,486 - $7,581	20 Added 1.62%	1,254 $467,000
Q4 2020 Jan 29, 2021	BUY	$303.68 - $356.82 $27,938 - $32,827	92 Added 8.06%	1,234 $433,000
Q3 2020 Oct 13, 2020	SELL	$291.16 - $323.7 $18,634 - $20,716	-64 Reduced 5.31%	1,142 $356,000
Q2 2020 Jul 16, 2020	BUY	$229.49 - $311.85 $229 - $311	1 Added 0.08%	1,206 $356,000
Q1 2020 May 13, 2020	BUY	$194.86 - $305.31 $96,065 - $150,517	493 Added 69.24%	1,205 $301,000
Q4 2019 Feb 20, 2020	BUY	$215.36 - $295.97 $153,336 - $210,730	712 New	712 $209,000
Q3 2019 Oct 29, 2019	SELL	$215.26 - $266.65 $198,469 - $245,851	-922 Closed	0 $0
Q2 2019 Aug 02, 2019	SELL	$216.84 - $252.28 $192,987 - $224,529	-890 Reduced 49.12%	922 $225,000
Q1 2019 May 13, 2019	BUY	$236.02 - $271.13 $129,574 - $148,850	549 Added 43.47%	1,812 $834,000
Q4 2018 Feb 13, 2019	SELL	$232.94 - $286.33 $37.1 Million - $45.5 Million	-159,079 Reduced 99.21%	1,263 $306,000
Q3 2018 Oct 19, 2018	SELL	$246.98 - $269.65 $21 Million - $23 Million	-85,227 Reduced 34.71%	160,342 $817,000
Q2 2018 Jul 20, 2018	BUY	$217.2 - $255.98 $53.1 Million - $62.6 Million	244,581 Added 24755.16%	245,569 $992,000
Q1 2018 Apr 24, 2018	BUY	$212.55 - $248.47 $209,999 - $245,488	988 New	988 $213,000

Others Institutions Holding UNH

# of Institutions

3,840

Shares Held

775M

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 $481B
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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Cornerstone Wealth Management, LLC Unitedhealth Group Inc Transaction History