Clearstead Trust, LLC Unitedhealth Group Inc Transaction History

Clearstead Trust, LLC

  • $359 Million
  • Q2 2024

A detailed history of Clearstead Trust, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Clearstead Trust, LLC holds 11,524 shares of UNH stock, worth $6.49 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
11,524
Previous 11,873 2.94%
Holding current value
$6.49 Million
Previous $5.87 Million 0.09%
% of portfolio
1.64%
Previous 1.73%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$439.2 - $524.63 $153,280 - $183,095
-349 Reduced 2.94%
11,524 $5.87 Million
Q1 2024

May 10, 2024
SELL
$472.6 - $545.42 $388,477 - $448,335
-822 Reduced 6.47%
11,873 $5.87 Million
Q4 2023

Feb 06, 2024
BUY
$509.47 - $552.97 $948,123 - $1.03 Million
1,861 Added 17.18%
12,695 $6.68 Million
Q3 2023

Nov 13, 2023
SELL
$447.75 - $510.93 $682,371 - $778,657
-1,524 Reduced 12.33%
10,834 $5.46 Million
Q2 2023

Aug 08, 2023
SELL
$458.49 - $526.23 $634,550 - $728,302
-1,384 Reduced 10.07%
12,358 $5.94 Million
Q1 2023

May 10, 2023
SELL
$460.33 - $518.33 $600,730 - $676,420
-1,305 Reduced 8.67%
13,742 $6.49 Million
Q4 2022

Jan 31, 2023
BUY
$498.86 - $555.15 $114,238 - $127,129
229 Added 1.55%
15,047 $7.98 Million
Q3 2022

Nov 10, 2022
BUY
$501.24 - $549.95 $2.83 Million - $3.11 Million
5,652 Added 61.66%
14,818 $7.48 Million
Q2 2022

Aug 11, 2022
BUY
$452.06 - $546.01 $166,358 - $200,931
368 Added 4.18%
9,166 $4.71 Million
Q1 2022

May 16, 2022
BUY
$455.89 - $520.82 $47,868 - $54,686
105 Added 1.21%
8,798 $4.49 Million
Q4 2021

Feb 09, 2022
SELL
$387.01 - $505.58 $29,025 - $37,918
-75 Reduced 0.86%
8,693 $4.37 Million
Q3 2021

Nov 02, 2021
BUY
$390.74 - $429.71 $230,927 - $253,958
591 Added 7.23%
8,768 $3.43 Million
Q2 2021

Aug 12, 2021
SELL
$364.37 - $420.89 $117,691 - $135,947
-323 Reduced 3.8%
8,177 $3.43 Million
Q1 2021

Apr 30, 2021
BUY
$324.34 - $379.06 $81,409 - $95,144
251 Added 3.04%
8,500 $3.16 Million
Q4 2020

Feb 16, 2021
BUY
$303.68 - $356.82 $20,953 - $24,620
69 Added 0.84%
8,249 $2.89 Million
Q3 2020

Oct 23, 2020
SELL
$291.16 - $323.7 $74,245 - $82,543
-255 Reduced 3.02%
8,180 $2.55 Million
Q2 2020

Aug 17, 2020
SELL
$229.49 - $311.85 $414,229 - $562,889
-1,805 Reduced 17.63%
8,435 $2.49 Million
Q1 2020

May 12, 2020
SELL
$194.86 - $305.31 $109,121 - $170,973
-560 Reduced 5.19%
10,240 $2.55 Million
Q4 2019

Feb 03, 2020
SELL
$215.36 - $295.97 $158,720 - $218,129
-737 Reduced 6.39%
10,800 $3.18 Million
Q3 2019

Nov 07, 2019
BUY
$215.26 - $266.65 $24,109 - $29,864
112 Added 0.98%
11,537 $2.51 Million
Q2 2019

Jul 31, 2019
BUY
$216.84 - $252.28 $228,549 - $265,903
1,054 Added 10.16%
11,425 $0
Q1 2019

May 13, 2019
SELL
$236.02 - $271.13 $127,922 - $146,952
-542 Reduced 4.97%
10,371 $2.57 Million
Q4 2018

Feb 13, 2019
SELL
$232.94 - $286.33 $314,003 - $385,972
-1,348 Reduced 10.99%
10,913 $2.72 Million
Q3 2018

Nov 15, 2018
SELL
$246.98 - $269.65 $163,253 - $178,238
-661 Reduced 5.12%
12,261 $3.26 Million
Q2 2018

Aug 20, 2018
SELL
$217.2 - $255.98 $29,322 - $34,557
-135 Reduced 1.03%
12,922 $3.17 Million
Q1 2018

May 15, 2018
BUY
$212.55 - $248.47 $141,558 - $165,481
666 Added 5.37%
13,057 $2.79 Million
Q4 2017

Feb 14, 2018
BUY
$192.52 - $228.17 $29,263 - $34,681
152 Added 1.24%
12,391 $2.73 Million
Q3 2017

Nov 17, 2017
SELL
$190.82 - $199.75 $17,173 - $17,977
-90 Reduced 0.73%
12,239 $2.4 Million
Q2 2017

Aug 21, 2017
BUY
N/A
12,329
12,329 $2.29 Million

Others Institutions Holding UNH

# of Institutions
3,796
Shares Held
788M
Call Options Held
5.86M
Put Options Held
5.64M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $527B
  • 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
Track This Portfolio

Track Clearstead Trust, LLC Portfolio

Follow Clearstead Trust, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Trust, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Trust, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email