A detailed history of Crown Wealth Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Crown Wealth Group, LLC holds 682 shares of UNH stock, worth $378,305. This represents 0.18% of its overall portfolio holdings.

Number of Shares
682
Previous 652 4.6%
Holding current value
$378,305
Previous $343,000 1.75%
% of portfolio
0.18%
Previous 0.21%

Shares

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

May 01, 2024

BUY
$472.6 - $545.42 $14,178 - $16,362
30 Added 4.6%
682 $337,000
Q4 2023

Jan 23, 2024

BUY
$509.47 - $552.97 $68,778 - $74,650
135 Added 26.11%
652 $343,000
Q3 2023

Oct 25, 2023

BUY
$447.75 - $510.93 $16,566 - $18,904
37 Added 7.71%
517 $260,000
Q2 2023

Jul 25, 2023

SELL
$458.49 - $526.23 $22,007 - $25,259
-48 Reduced 9.09%
480 $230,000
Q1 2023

Apr 28, 2023

SELL
$460.33 - $518.33 $54,779 - $61,681
-119 Reduced 18.39%
528 $249,000
Q4 2022

Feb 09, 2023

BUY
$498.86 - $555.15 $26,439 - $29,422
53 Added 8.92%
647 $343,000
Q3 2022

Oct 21, 2022

BUY
$501.24 - $549.95 $11,528 - $12,648
23 Added 4.03%
594 $300,000
Q2 2022

Jul 25, 2022

BUY
$452.06 - $546.01 $38,877 - $46,956
86 Added 17.73%
571 $293,000
Q1 2022

Jul 13, 2022

BUY
$455.89 - $520.82 $221,106 - $252,597
485 New
485 $247,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $519B
  • 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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