Personal Cfo Solutions, LLC Unitedhealth Group Inc Transaction History

Personal Cfo Solutions, LLC

$704 Million
Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,733 shares of UNH stock, worth $2.37 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

4,733

Previous 4,711 0.47%

Holding current value

$2.37 Million

Previous $2.4 Million 15.34%

% of portfolio

0.39%

Previous 0.38%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$488.01 - $604.18 $10,736 - $13,291	22 Added 0.47%	4,733 $2.77 Million
Q2 2024 Aug 09, 2024	BUY	$439.2 - $524.63 $1,317 - $1,573	3 Added 0.06%	4,711 $2.4 Million
Q1 2024 May 13, 2024	BUY	$472.6 - $545.42 $138,944 - $160,353	294 Added 6.66%	4,708 $2.33 Million
Q4 2023 Feb 13, 2024	SELL	$509.47 - $552.97 $12,736 - $13,824	-25 Reduced 0.56%	4,414 $2.32 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $32,685 - $37,297	73 Added 1.67%	4,439 $2.24 Million
Q2 2023 Aug 10, 2023	BUY	$458.49 - $526.23 $13,754 - $15,786	30 Added 0.69%	4,366 $2.1 Million
Q1 2023 May 09, 2023	SELL	$460.33 - $518.33 $19,794 - $22,288	-43 Reduced 0.98%	4,336 $2.05 Million
Q4 2022 Feb 14, 2023	SELL	$498.86 - $555.15 $39,409 - $43,856	-79 Reduced 1.77%	4,379 $2.32 Million
Q3 2022 Nov 01, 2022	SELL	$501.24 - $549.95 $98,744 - $108,340	-197 Reduced 4.23%	4,458 $2.25 Million
Q2 2022 Aug 05, 2022	SELL	$452.06 - $546.01 $11,301 - $13,650	-25 Reduced 0.53%	4,655 $2.39 Million
Q1 2022 May 02, 2022	BUY	$455.89 - $520.82 $49,692 - $56,769	109 Added 2.38%	4,680 $2.39 Million
Q4 2021 Feb 11, 2022	SELL	$387.01 - $505.58 $73,531 - $96,060	-190 Reduced 3.99%	4,571 $2.3 Million
Q3 2021 Nov 18, 2021	SELL	$390.74 - $429.71 $8,596 - $9,453	-22 Reduced 0.46%	4,761 $1.86 Million
Q2 2021 Jul 22, 2021	SELL	$364.37 - $420.89 $53,926 - $62,291	-148 Reduced 3.0%	4,783 $1.92 Million
Q1 2021 Apr 21, 2021	BUY	$324.34 - $379.06 $57,083 - $66,714	176 Added 3.7%	4,931 $1.84 Million
Q4 2020 Feb 09, 2021	BUY	$303.68 - $356.82 $110,539 - $129,882	364 Added 8.29%	4,755 $1.67 Million
Q3 2020 Nov 02, 2020	BUY	$291.16 - $323.7 $777,397 - $864,279	2,670 Added 155.14%	4,391 $1,000
Q2 2020 Aug 03, 2020	BUY	$229.49 - $311.85 $90,878 - $123,492	396 Added 29.89%	1,721 $508,000
Q1 2020 Apr 30, 2020	BUY	$194.86 - $305.31 $82,425 - $129,146	423 Added 46.9%	1,325 $330,000
Q4 2019 Feb 13, 2020	SELL	$215.36 - $295.97 $5,599 - $7,695	-26 Reduced 2.8%	902 $265,000
Q3 2019 Nov 13, 2019	BUY	$215.26 - $266.65 $199,761 - $247,451	928 New	928 $201,000

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

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 $468B
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...

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Personal Cfo Solutions, LLC Unitedhealth Group Inc Transaction History