A detailed history of Charles Carroll Financial Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Charles Carroll Financial Partners, LLC holds 5,706 shares of UNH stock, worth $2.92 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
5,706
Previous 5,456 4.58%
Holding current value
$2.92 Million
Previous $2.75 Million 9.24%
% of portfolio
3.23%
Previous 3.42%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$509.47 - $552.97 $127,367 - $138,242
250 Added 4.58%
5,706 $3 Million
Q3 2023

Nov 14, 2023

SELL
$447.75 - $510.93 $1.12 Million - $1.28 Million
-2,500 Reduced 31.42%
5,456 $2.75 Million
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $22,924 - $26,311
50 Added 0.63%
7,956 $3.82 Million
Q1 2023

May 08, 2023

BUY
$460.33 - $518.33 $186,433 - $209,923
405 Added 5.4%
7,906 $3.74 Million
Q3 2022

Nov 14, 2022

BUY
$501.24 - $549.95 $666,649 - $731,433
1,330 Added 21.55%
7,501 $3.79 Million
Q2 2022

Jul 27, 2022

BUY
$452.06 - $546.01 $241,852 - $292,115
535 Added 9.49%
6,171 $3.17 Million
Q1 2022

May 12, 2022

BUY
$455.89 - $520.82 $449,051 - $513,007
985 Added 21.18%
5,636 $2.87 Million
Q4 2021

Jan 21, 2022

BUY
$387.01 - $505.58 $1.8 Million - $2.35 Million
4,651 New
4,651 $2.34 Million

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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