A detailed history of Cypress Financial Planning LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cypress Financial Planning LLC holds 539 shares of UNH stock, worth $318,478. This represents 0.12% of its overall portfolio holdings.

Number of Shares
539
Previous 537 0.37%
Holding current value
$318,478
Previous $273,000 15.38%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 07, 2024

BUY
$488.01 - $604.18 $976 - $1,208
2 Added 0.37%
539 $315,000
Q2 2024

Jul 16, 2024

SELL
$439.2 - $524.63 $39,967 - $47,741
-91 Reduced 14.49%
537 $273,000
Q1 2024

Apr 12, 2024

BUY
$472.6 - $545.42 $296,792 - $342,523
628 New
628 $310,000
Q2 2023

Jul 11, 2023

BUY
$458.49 - $526.23 $458 - $526
1 Added 0.16%
627 $301,000
Q4 2022

Jan 30, 2023

SELL
$498.86 - $555.15 $55,872 - $62,176
-112 Reduced 15.18%
626 $331,000
Q3 2022

Oct 13, 2022

BUY
$501.24 - $549.95 $24,560 - $26,947
49 Added 7.11%
738 $373,000
Q2 2022

Jul 20, 2022

BUY
$452.06 - $546.01 $311,469 - $376,200
689 New
689 $354,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • 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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