Cypress Wealth Services, LLC Unitedhealth Group Inc Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

A detailed history of Cypress Wealth Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 1,445 shares of UNH stock, worth $853,807. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,445

Previous 1,366 5.78%

Holding current value

$853,807

Previous $695,000 21.44%

% of portfolio

0.18%

Previous 0.16%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$488.01 - $604.18 $38,552 - $47,730	79 Added 5.78%	1,445 $844,000
Q2 2024 Jul 12, 2024	BUY	$439.2 - $524.63 $36,453 - $43,544	83 Added 6.47%	1,366 $695,000
Q1 2024 Apr 15, 2024	BUY	$472.6 - $545.42 $26,465 - $30,543	56 Added 4.56%	1,283 $634,000
Q4 2023 Jan 10, 2024	BUY	$509.47 - $552.97 $4,585 - $4,976	9 Added 0.74%	1,227 $645,000
Q3 2023 Oct 13, 2023	BUY	$447.75 - $510.93 $6,268 - $7,153	14 Added 1.16%	1,218 $614,000
Q2 2023 Jul 21, 2023	BUY	$458.49 - $526.23 $55,935 - $64,200	122 Added 11.28%	1,204 $578,000
Q1 2023 Apr 07, 2023	SELL	$460.33 - $518.33 $5,984 - $6,738	-13 Reduced 1.19%	1,082 $511,000
Q4 2022 Jan 18, 2023	BUY	$498.86 - $555.15 $27,437 - $30,533	55 Added 5.29%	1,095 $0
Q3 2022 Oct 14, 2022	SELL	$501.24 - $549.95 $139,344 - $152,886	-278 Reduced 21.09%	1,040 $525,000
Q2 2022 Jul 27, 2022	SELL	$452.06 - $546.01 $101,261 - $122,306	-224 Reduced 14.53%	1,318 $677,000
Q1 2022 Apr 22, 2022	BUY	$455.89 - $520.82 $15,044 - $17,187	33 Added 2.19%	1,542 $786,000
Q4 2021 Jan 19, 2022	BUY	$387.01 - $505.58 $9,288 - $12,133	24 Added 1.62%	1,509 $758,000
Q3 2021 Oct 13, 2021	SELL	$390.74 - $429.71 $50,405 - $55,432	-129 Reduced 7.99%	1,485 $580,000
Q2 2021 Jul 14, 2021	SELL	$364.37 - $420.89 $74,331 - $85,861	-204 Reduced 11.22%	1,614 $646,000
Q1 2021 Apr 28, 2021	BUY	$324.34 - $379.06 $69,084 - $80,739	213 Added 13.27%	1,818 $676,000
Q4 2020 Jan 22, 2021	BUY	$303.68 - $356.82 $44,337 - $52,095	146 Added 10.01%	1,605 $563,000
Q2 2020 Jul 15, 2020	SELL	$229.49 - $311.85 $15,605 - $21,205	-68 Reduced 4.45%	1,459 $430,000
Q1 2020 Apr 10, 2020	BUY	$194.86 - $305.31 $974 - $1,526	5 Added 0.33%	1,527 $381,000
Q3 2019 Oct 16, 2019	BUY	$215.26 - $266.65 $21,956 - $27,198	102 Added 7.18%	1,522 $331,000
Q2 2019 Jul 24, 2019	BUY	$216.84 - $252.28 $1,517 - $1,765	7 Added 0.5%	1,420 $347,000
Q1 2019 Apr 19, 2019	BUY	$236.02 - $271.13 $333,496 - $383,106	1,413 New	1,413 $349,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

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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Cypress Wealth Services, LLC Unitedhealth Group Inc Transaction History