A detailed history of Kathmere Capital Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 5,494 shares of UNH stock, worth $2.78 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,494
Previous 4,768 15.23%
Holding current value
$2.78 Million
Previous $2.43 Million 32.29%
% of portfolio
0.32%
Previous 0.26%

Shares

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

Oct 15, 2024

BUY
$488.01 - $604.18 $354,295 - $438,634
726 Added 15.23%
5,494 $3.21 Million
Q2 2024

Jul 17, 2024

BUY
$439.2 - $524.63 $137,030 - $163,684
312 Added 7.0%
4,768 $2.43 Million
Q2 2024

Jul 01, 2024

BUY
$439.2 - $524.63 $283,723 - $338,910
646 Added 16.96%
4,456 $2.27 Million
Q1 2024

Apr 16, 2024

SELL
$472.6 - $545.42 $305,299 - $352,341
-646 Reduced 14.5%
3,810 $1.88 Million
Q4 2023

Apr 16, 2024

BUY
$509.47 - $552.97 $78,967 - $85,710
155 Added 3.6%
4,456 $2.35 Million
Q3 2023

Oct 11, 2023

BUY
$447.75 - $510.93 $300,888 - $343,344
672 Added 18.52%
4,301 $2.17 Million
Q2 2023

Jul 11, 2023

BUY
$458.49 - $526.23 $366,333 - $420,457
799 Added 28.23%
3,629 $1.74 Million
Q1 2023

Apr 20, 2023

BUY
$460.33 - $518.33 $280,801 - $316,181
610 Added 27.48%
2,830 $1.34 Million
Q4 2022

Jan 24, 2023

BUY
$498.86 - $555.15 $499,358 - $555,705
1,001 Added 96.25%
2,041 $0
Q4 2022

Jan 24, 2023

BUY
$498.86 - $555.15 $89,295 - $99,371
179 Added 8.77%
2,220 $0
Q3 2022

Oct 11, 2022

SELL
$501.24 - $549.95 $733,314 - $804,576
-1,463 Reduced 58.45%
1,040 $525,000
Q2 2022

Aug 09, 2022

SELL
$452.06 - $546.01 $56,507 - $68,251
-125 Reduced 4.76%
2,503 $1.29 Million
Q1 2022

Apr 28, 2022

BUY
$455.89 - $520.82 $244,357 - $279,159
536 Added 25.62%
2,628 $1.34 Million
Q4 2021

Jan 27, 2022

SELL
$387.01 - $505.58 $83,594 - $109,205
-216 Reduced 9.36%
2,092 $1.05 Million
Q3 2021

Oct 14, 2021

BUY
$390.74 - $429.71 $84,399 - $92,817
216 Added 10.33%
2,308 $902,000
Q1 2021

May 07, 2021

SELL
$324.34 - $379.06 $1,621 - $1,895
-5 Reduced 0.24%
2,092 $778,000
Q4 2020

Feb 16, 2021

BUY
$303.68 - $356.82 $3,644 - $4,281
12 Added 0.58%
2,097 $735,000
Q3 2020

Nov 20, 2020

BUY
$291.16 - $323.7 $212,837 - $236,624
731 Added 53.99%
2,085 $650,000
Q3 2020

Nov 13, 2020

SELL
$291.16 - $323.7 $81,815 - $90,959
-281 Reduced 17.19%
1,354 $423,000
Q2 2020

Aug 05, 2020

BUY
$229.49 - $311.85 $375,216 - $509,874
1,635 New
1,635 $482,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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