A detailed history of Cyndeo Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 28,842 shares of UNH stock, worth $17.3 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
28,842
Previous 25,885 11.42%
Holding current value
$17.3 Million
Previous $13.2 Million 27.92%
% of portfolio
1.2%
Previous 1.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$488.01 - $604.18 $1.44 Million - $1.79 Million
2,957 Added 11.42%
28,842 $16.9 Million
Q2 2024

Jul 30, 2024

BUY
$439.2 - $524.63 $896,407 - $1.07 Million
2,041 Added 8.56%
25,885 $13.2 Million
Q1 2024

Apr 16, 2024

SELL
$472.6 - $545.42 $496,702 - $573,236
-1,051 Reduced 4.22%
23,844 $11.8 Million
Q4 2023

Jan 12, 2024

BUY
$509.47 - $552.97 $3.66 Million - $3.98 Million
7,192 Added 40.63%
24,895 $13.1 Million
Q3 2023

Oct 10, 2023

SELL
$447.75 - $510.93 $141,489 - $161,453
-316 Reduced 1.75%
17,703 $8.93 Million
Q2 2023

Jul 27, 2023

BUY
$458.49 - $526.23 $944,030 - $1.08 Million
2,059 Added 12.9%
18,019 $8.66 Million
Q1 2023

Apr 21, 2023

SELL
$460.33 - $518.33 $2.95 Million - $3.32 Million
-6,399 Reduced 28.62%
15,960 $7.54 Million
Q4 2022

Jan 25, 2023

BUY
$498.86 - $555.15 $11.2 Million - $12.4 Million
22,359 New
22,359 $0

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $562B
  • 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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