A detailed history of One Charles Private Wealth Services, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 592 shares of UNH stock, worth $353,714. This represents 0.14% of its overall portfolio holdings.

Number of Shares
592
Previous 592 -0.0%
Holding current value
$353,714
Previous $301,000 14.95%
% of portfolio
0.14%
Previous 0.13%

Shares

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

May 14, 2024

BUY
$472.6 - $545.42 $3,780 - $4,363
8 Added 1.37%
592 $292,000
Q3 2023

Nov 13, 2023

BUY
$447.75 - $510.93 $4,477 - $5,109
10 Added 1.74%
584 $294,000
Q1 2023

May 04, 2023

SELL
$460.33 - $518.33 $1,380 - $1,554
-3 Reduced 0.52%
574 $271,000
Q4 2022

Feb 06, 2023

SELL
$498.86 - $555.15 $1,496 - $1,665
-3 Reduced 0.52%
577 $305,000
Q3 2022

Nov 09, 2022

BUY
$501.24 - $549.95 $1,503 - $1,649
3 Added 0.52%
580 $293,000
Q2 2022

Aug 08, 2022

SELL
$452.06 - $546.01 $52,438 - $63,337
-116 Reduced 16.74%
577 $289,000
Q1 2022

May 02, 2022

BUY
$455.89 - $520.82 $1,823 - $2,083
4 Added 0.58%
693 $353,000
Q4 2021

Jan 27, 2022

BUY
$387.01 - $505.58 $7,353 - $9,606
19 Added 2.84%
689 $346,000
Q2 2021

Aug 10, 2021

BUY
$364.37 - $420.89 $244,127 - $281,996
670 New
670 $268,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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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