A detailed history of Cap Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 763 shares of UNH stock, worth $390,007. This represents 0.05% of its overall portfolio holdings.

Number of Shares
763
Previous 534 42.88%
Holding current value
$390,007
Previous $271,000 64.58%
% of portfolio
0.05%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$488.01 - $604.18 $111,754 - $138,357
229 Added 42.88%
763 $446,000
Q2 2024

Aug 05, 2024

BUY
$439.2 - $524.63 $10,980 - $13,115
25 Added 4.91%
534 $271,000
Q3 2023

Nov 01, 2023

SELL
$447.75 - $510.93 $19,253 - $21,969
-43 Reduced 7.79%
509 $256,000
Q2 2023

Aug 07, 2023

BUY
$458.49 - $526.23 $19,715 - $22,627
43 Added 8.45%
552 $265,000
Q1 2023

May 02, 2023

SELL
$460.33 - $518.33 $52,017 - $58,571
-113 Reduced 18.17%
509 $240,000
Q3 2022

Nov 02, 2022

SELL
$501.24 - $549.95 $102,754 - $112,739
-205 Reduced 24.79%
622 $314,000
Q2 2022

Aug 05, 2022

BUY
$452.06 - $546.01 $92,672 - $111,932
205 Added 32.96%
827 $425,000
Q1 2022

May 02, 2022

SELL
$455.89 - $520.82 $283,563 - $323,950
-622 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$364.37 - $420.89 $6,194 - $7,155
17 Added 2.81%
622 $249,000
Q4 2020

Feb 02, 2021

BUY
$303.68 - $356.82 $183,726 - $215,876
605 New
605 $212,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $478B
  • 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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