A detailed history of Consilium Wealth Advisory, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 2,348 shares of UNH stock, worth $752,580. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,348
Previous 2,618 10.31%
Holding current value
$752,580
Previous $816,000 0.74%
% of portfolio
0.32%
Previous 0.35%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$237.77 - $353.61 $64,197 - $95,474
-270 Reduced 10.31%
2,348 $810,000
Q2 2025

Jul 21, 2025

SELL
$274.35 - $599.47 $702,061 - $1.53 Million
-2,559 Reduced 49.43%
2,618 $816,000
Q1 2025

Apr 17, 2025

BUY
$461.52 - $548.18 $130,148 - $154,586
282 Added 5.76%
5,177 $2.71 Million
Q4 2024

Feb 05, 2025

BUY
$485.52 - $625.25 $227,708 - $293,242
469 Added 10.6%
4,895 $2.48 Million
Q3 2024

Oct 30, 2024

BUY
$488.01 - $604.18 $226,436 - $280,339
464 Added 11.71%
4,426 $2.59 Million
Q2 2024

Aug 01, 2024

SELL
$439.2 - $524.63 $106,286 - $126,960
-242 Reduced 5.76%
3,962 $2.02 Million
Q1 2024

Apr 30, 2024

SELL
$472.6 - $545.42 $457,949 - $528,511
-969 Reduced 18.73%
4,204 $2.08 Million
Q4 2023

Jan 10, 2024

BUY
$509.47 - $552.97 $156,916 - $170,314
308 Added 6.33%
5,173 $2.72 Million
Q3 2023

Oct 10, 2023

SELL
$447.75 - $510.93 $32,685 - $37,297
-73 Reduced 1.48%
4,865 $2.45 Million
Q2 2023

Jul 13, 2023

BUY
$458.49 - $526.23 $31,177 - $35,783
68 Added 1.4%
4,938 $2.37 Million
Q1 2023

Apr 13, 2023

SELL
$460.33 - $518.33 $213,132 - $239,986
-463 Reduced 8.68%
4,870 $2.3 Million
Q4 2022

Feb 13, 2023

BUY
$498.86 - $555.15 $28,435 - $31,643
57 Added 1.08%
5,333 $2.83 Million
Q3 2022

Oct 12, 2022

BUY
$501.24 - $549.95 $287,711 - $315,671
574 Added 12.21%
5,276 $2.67 Million
Q2 2022

Jul 12, 2022

BUY
$452.06 - $546.01 $47,918 - $57,877
106 Added 2.31%
4,702 $2.42 Million
Q1 2022

Apr 18, 2022

SELL
$455.89 - $520.82 $157,737 - $180,203
-346 Reduced 7.0%
4,596 $2.34 Million
Q4 2021

Jan 26, 2022

BUY
$387.01 - $505.58 $1.91 Million - $2.5 Million
4,942 New
4,942 $2.48 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 $300B
  • 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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