Crestwood Advisors Group LLC Unitedhealth Group Inc Transaction History

Crestwood Advisors Group LLC

$5.16 Billion
Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,147 shares of UNH stock, worth $2.19 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,147

Previous 3,878 6.94%

Holding current value

$2.19 Million

Previous $2.27 Million 7.5%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$485.52 - $625.25 $130,604 - $168,192	269 Added 6.94%	4,147 $2.1 Million
Q3 2024 Oct 30, 2024	BUY	$488.01 - $604.18 $405,536 - $502,073	831 Added 27.27%	3,878 $2.27 Million
Q2 2024 Aug 01, 2024	BUY	$439.2 - $524.63 $82,569 - $98,630	188 Added 6.58%	3,047 $1.55 Million
Q1 2024 May 08, 2024	BUY	$472.6 - $545.42 $70,417 - $81,267	149 Added 5.5%	2,859 $1.41 Million
Q4 2023 Jan 29, 2024	BUY	$509.47 - $552.97 $152,331 - $165,338	299 Added 12.4%	2,710 $1.43 Million
Q3 2023 Nov 15, 2023	BUY	$447.75 - $510.93 $596,850 - $681,069	1,333 Added 123.65%	2,411 $1.22 Million
Q2 2023 Aug 15, 2023	BUY	$458.49 - $526.23 $79,318 - $91,037	173 Added 19.12%	1,078 $518,000
Q1 2023 May 12, 2023	SELL	$460.33 - $518.33 $479,203 - $539,581	-1,041 Reduced 53.49%	905 $427,000
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $345,211 - $384,163	692 Added 55.18%	1,946 $1.03 Million
Q3 2022 Oct 26, 2022	BUY	$501.24 - $549.95 $243,602 - $267,275	486 Added 63.28%	1,254 $633,000
Q2 2022 Jul 07, 2022	SELL	$452.06 - $546.01 $37,520 - $45,318	-83 Reduced 9.75%	768 $394,000
Q1 2022 Apr 12, 2022	SELL	$455.89 - $520.82 $37,838 - $43,228	-83 Reduced 8.89%	851 $434,000
Q4 2021 Feb 15, 2022	BUY	$387.01 - $505.58 $17,415 - $22,751	45 Added 5.06%	934 $469,000
Q3 2021 Nov 03, 2021	SELL	$390.74 - $429.71 $22,662 - $24,923	-58 Reduced 6.12%	889 $347,000
Q2 2021 Aug 13, 2021	SELL	$364.37 - $420.89 $6,194 - $7,155	-17 Reduced 1.76%	947 $379,000
Q1 2021 Apr 21, 2021	BUY	$324.34 - $379.06 $312,663 - $365,413	964 New	964 $358,000
Q1 2020 May 15, 2020	SELL	$194.86 - $305.31 $333,015 - $521,774	-1,709 Closed	0 $0
Q4 2019 Feb 12, 2020	BUY	$215.36 - $295.97 $167,550 - $230,264	778 Added 83.57%	1,709 $502,000
Q3 2019 Nov 13, 2019	SELL	$215.26 - $266.65 $52,738 - $65,329	-245 Reduced 20.83%	931 $202,000
Q2 2019 Aug 14, 2019	BUY	$216.84 - $252.28 $255,003 - $296,681	1,176 New	1,176 $287,000

Others Institutions Holding UNH

# of Institutions

3,920

Shares Held

787M

Call Options Held

6.93M

Put Options Held

7.02M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $493B
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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Crestwood Advisors Group LLC Unitedhealth Group Inc Transaction History