A detailed history of Cws Financial Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 684 shares of UNH stock, worth $397,089. This represents 0.14% of its overall portfolio holdings.

Number of Shares
684
Previous 684 -0.0%
Holding current value
$397,089
Previous $338,000 2.96%
% of portfolio
0.14%
Previous 0.14%

Shares

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

May 01, 2024

SELL
$472.6 - $545.42 $76,088 - $87,812
-161 Reduced 19.05%
684 $338,000
Q4 2023

Feb 08, 2024

SELL
$509.47 - $552.97 $2,037 - $2,211
-4 Reduced 0.47%
845 $444,000
Q3 2023

Nov 14, 2023

BUY
$447.75 - $510.93 $1,343 - $1,532
3 Added 0.35%
849 $428,000
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $2,292 - $2,631
5 Added 0.59%
846 $406,000
Q1 2023

May 09, 2023

BUY
$460.33 - $518.33 $23,937 - $26,953
52 Added 6.59%
841 $397,000
Q4 2022

Feb 10, 2023

SELL
$498.86 - $555.15 $39,908 - $44,412
-80 Reduced 9.21%
789 $418,000
Q1 2022

May 03, 2022

BUY
$455.89 - $520.82 $2,735 - $3,124
6 Added 0.7%
869 $443,000
Q4 2021

Feb 15, 2022

BUY
$387.01 - $505.58 $24,768 - $32,357
64 Added 8.01%
863 $433,000
Q2 2021

Aug 06, 2021

BUY
$364.37 - $420.89 $3,643 - $4,208
10 Added 1.27%
799 $320,000
Q1 2021

May 13, 2021

BUY
$324.34 - $379.06 $2,594 - $3,032
8 Added 1.02%
789 $294,000
Q2 2020

Aug 11, 2020

SELL
$229.49 - $311.85 $50,028 - $67,983
-218 Reduced 21.82%
781 $230,000
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $215,144 - $295,674
999 New
999 $294,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $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...
More about UNH
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