Caliber Wealth Management, LLC Unitedhealth Group Inc Transaction History

Caliber Wealth Management, LLC

$188 Million
Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 5,275 shares of UNH stock, worth $2.99 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

5,275

Previous 5,144 2.55%

Holding current value

$2.99 Million

Previous $2.71 Million 3.66%

% of portfolio

1.39%

Previous 1.59%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	BUY	$472.6 - $545.42 $61,910 - $71,450	131 Added 2.55%	5,275 $2.61 Million
Q4 2023 Apr 22, 2024	BUY	$509.47 - $552.97 $42,795 - $46,449	84 Added 1.66%	5,144 $2.71 Million
Q3 2023 Oct 16, 2023	BUY	$447.75 - $510.93 $72,087 - $82,259	161 Added 3.29%	5,060 $2.55 Million
Q2 2023 Jul 27, 2023	BUY	$458.49 - $526.23 $1,375 - $1,578	3 Added 0.06%	4,899 $2.35 Million
Q1 2023 Apr 10, 2023	BUY	$460.33 - $518.33 $149,146 - $167,938	324 Added 7.09%	4,896 $2.31 Million
Q4 2022 Jan 24, 2023	BUY	$498.86 - $555.15 $9,478 - $10,547	19 Added 0.42%	4,572 $0
Q3 2022 Oct 17, 2022	BUY	$501.24 - $549.95 $85,712 - $94,041	171 Added 3.9%	4,553 $2.3 Million
Q2 2022 Jul 12, 2022	BUY	$452.06 - $546.01 $618,870 - $747,487	1,369 Added 45.44%	4,382 $2.25 Million
Q1 2022 Apr 14, 2022	BUY	$455.89 - $520.82 $130,840 - $149,475	287 Added 10.53%	3,013 $1.54 Million
Q4 2021 Jan 20, 2022	BUY	$387.01 - $505.58 $1.05 Million - $1.38 Million	2,726 New	2,726 $1.28 Million
Q1 2021 Apr 26, 2021	SELL	$324.34 - $379.06 $824,472 - $963,570	-2,542 Closed	0 $0
Q4 2020 Jan 19, 2021	BUY	$303.68 - $356.82 $771,954 - $907,036	2,542 New	2,542 $891,000

Others Institutions Holding UNH

# of Institutions

3,801

Shares Held

788M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $531B
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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Caliber Wealth Management, LLC Unitedhealth Group Inc Transaction History