Capital Advisors, Ltd. LLC Unitedhealth Group Inc Transaction History

Capital Advisors, Ltd. LLC

$806 Million
Q3 2024

A detailed history of Capital Advisors, Ltd. LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,839 shares of UNH stock, worth $930,717. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,839

Previous 1,818 1.16%

Holding current value

$930,717

Previous $926,000 16.09%

% of portfolio

0.13%

Previous 0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$488.01 - $604.18 $10,248 - $12,687	21 Added 1.16%	1,839 $1.08 Million
Q2 2024 Jul 25, 2024	BUY	$439.2 - $524.63 $53,143 - $63,480	121 Added 7.13%	1,818 $926,000
Q1 2024 Apr 18, 2024	SELL	$472.6 - $545.42 $11,815 - $13,635	-25 Reduced 1.45%	1,697 $840,000
Q4 2023 Feb 02, 2024	BUY	$509.47 - $552.97 $31,587 - $34,284	62 Added 3.73%	1,722 $907,000
Q3 2023 Oct 27, 2023	BUY	$447.75 - $510.93 $141,489 - $161,453	316 Added 23.51%	1,660 $837,000
Q2 2023 Jul 26, 2023	BUY	$458.49 - $526.23 $215,948 - $247,854	471 Added 53.95%	1,344 $646,000
Q1 2023 May 03, 2023	SELL	$460.33 - $518.33 $477,822 - $538,026	-1,038 Reduced 54.32%	873 $413,000
Q4 2022 Feb 07, 2023	BUY	$498.86 - $555.15 $239,951 - $267,027	481 Added 33.64%	1,911 $762,000
Q3 2022 Nov 09, 2022	BUY	$501.24 - $549.95 $15,538 - $17,048	31 Added 2.22%	1,430 $722,000
Q2 2022 Aug 05, 2022	BUY	$452.06 - $546.01 $29,835 - $36,036	66 Added 4.95%	1,399 $719,000
Q1 2022 May 09, 2022	BUY	$455.89 - $520.82 $72,942 - $83,331	160 Added 13.64%	1,333 $680,000
Q4 2021 Feb 08, 2022	BUY	$387.01 - $505.58 $126,552 - $165,324	327 Added 38.65%	1,173 $589,000
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $75,022 - $82,504	192 Added 29.36%	846 $331,000
Q2 2021 Aug 10, 2021	BUY	$364.37 - $420.89 $227,731 - $263,056	625 Added 2155.17%	654 $262,000
Q1 2021 May 13, 2021	BUY	$324.34 - $379.06 $9,405 - $10,992	29 New	29 $11,000
Q2 2020 Aug 06, 2020	SELL	$229.49 - $311.85 $16,064 - $21,829	-70 Closed	0 $0
Q3 2019 Oct 23, 2019	SELL	$215.26 - $266.65 $35,517 - $43,997	-165 Reduced 70.21%	70 $15,000
Q2 2019 Jul 31, 2019	BUY	$216.84 - $252.28 $35,778 - $41,626	165 Added 235.71%	235 $57,000
Q4 2018 Jan 29, 2019	BUY	$232.94 - $286.33 $16,305 - $20,043	70 New	70 $17,000

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 $473B
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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Capital Advisors, Ltd. LLC Unitedhealth Group Inc Transaction History