Centerpoint Advisors, LLC Unitedhealth Group Inc Transaction History

Centerpoint Advisors, LLC

$286 Million
Q4 2024

A detailed history of Centerpoint Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Centerpoint Advisors, LLC holds 1,388 shares of UNH stock, worth $697,358. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,388

Previous 1,683 17.53%

Holding current value

$697,358

Previous $984,000 28.66%

% of portfolio

0.25%

Previous 0.34%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$485.52 - $625.25 $143,228 - $184,448	-295 Reduced 17.53%	1,388 $702,000
Q2 2024 Jul 30, 2024	SELL	$439.2 - $524.63 $36,453 - $43,544	-83 Reduced 4.7%	1,683 $857,000
Q4 2023 Jan 16, 2024	SELL	$509.47 - $552.97 $185,956 - $201,834	-365 Reduced 17.13%	1,766 $930,000
Q3 2023 Nov 01, 2023	SELL	$447.75 - $510.93 $8,955 - $10,218	-20 Reduced 0.93%	2,131 $1.08 Million
Q2 2023 Jul 17, 2023	SELL	$458.49 - $526.23 $43,098 - $49,465	-94 Reduced 4.19%	2,151 $1.03 Million
Q1 2023 May 03, 2023	SELL	$460.33 - $518.33 $122,908 - $138,394	-267 Reduced 10.63%	2,245 $1.06 Million
Q4 2022 Jan 24, 2023	BUY	$498.86 - $555.15 $330,245 - $367,509	662 Added 35.78%	2,512 $1.33 Million
Q2 2022 Jul 18, 2022	SELL	$452.06 - $546.01 $36,164 - $43,680	-80 Reduced 4.15%	1,850 $950,000
Q1 2022 Apr 27, 2022	SELL	$455.89 - $520.82 $60,633 - $69,269	-133 Reduced 6.45%	1,930 $984,000
Q4 2021 Jan 14, 2022	SELL	$387.01 - $505.58 $43,345 - $56,624	-112 Reduced 5.15%	2,063 $1.04 Million
Q3 2021 Oct 25, 2021	SELL	$390.74 - $429.71 $25,398 - $27,931	-65 Reduced 2.9%	2,175 $850,000
Q2 2021 Jul 26, 2021	BUY	$364.37 - $420.89 $553,113 - $638,911	1,518 Added 210.25%	2,240 $897,000
Q4 2020 Jan 22, 2021	SELL	$303.68 - $356.82 $25,812 - $30,329	-85 Reduced 10.53%	722 $253,000
Q3 2020 Oct 13, 2020	SELL	$291.16 - $323.7 $46,585 - $51,792	-160 Reduced 16.55%	807 $252,000
Q2 2020 Jul 31, 2020	BUY	$229.49 - $311.85 $33,964 - $46,153	148 Added 18.07%	967 $285,000
Q1 2020 Apr 23, 2020	SELL	$194.86 - $305.31 $82,230 - $128,840	-422 Reduced 34.0%	819 $204,000
Q3 2019 Oct 21, 2019	SELL	$215.26 - $266.65 $4,305 - $5,333	-20 Reduced 1.59%	1,241 $270,000
Q2 2019 Jul 17, 2019	BUY	$216.84 - $252.28 $146,367 - $170,289	675 Added 115.19%	1,261 $308,000
Q4 2018 Feb 05, 2019	SELL	$232.94 - $286.33 $119,032 - $146,314	-511 Reduced 46.58%	586 $146,000
Q2 2018 Aug 13, 2018	BUY	$217.2 - $255.98 $5,647 - $6,655	26 Added 2.43%	1,097 $269,000
Q1 2018 May 09, 2018	BUY	$212.55 - $248.47 $174,503 - $203,993	821 Added 328.4%	1,071 $229,000
Q4 2017 Mar 14, 2018	BUY	$192.52 - $228.17 $48,130 - $57,042	250	250 $55,000

Others Institutions Holding UNH

# of Institutions

4,055

Shares Held

787M

Call Options Held

9.06M

Put Options Held

9.06M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $470B
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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Centerpoint Advisors, LLC Unitedhealth Group Inc Transaction History