CAPSTONE FINANCIAL ADVISORS, INC. – UnitedHealth Group Incorporated Transaction History
CAPSTONE FINANCIAL ADVISORS, INC. portfolio value:
$384,000
portfolio value
CAPSTONE FINANCIAL ADVISORS, INC. quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.79% | 55 shares | 21K | $505.04 | 761 |
| Q2 2022 | share | Decrease | -2.75% | -20 shares | -7K | $513.63 | 706 |
| Q1 2022 | share | Increase | +2.83% | 20 shares | 15K | $509.97 | 726 |
| Q4 2021 | share | Decrease | -8.79% | -68 shares | 52K | $504.43 | 706 |
| Q3 2021 | share | Decrease | -29.89% | -330 shares | -139K | $389.48 | 774 |
| Q2 2021 | share | Decrease | -21.03% | -294 shares | -78K | $397.72 | 1.10K |
| Q1 2021 | share | Increase | +6.96% | 91 shares | 62K | $368.18 | 1.39K |
| Q4 2020 | share | Increase | +0.15% | 2 shares | 51K | $345.8 | 1.30K |
| Q3 2020 | share | Increase | +0.46% | 6 shares | 24K | $306.33 | 1.30K |
| Q2 2020 | share | 0.00% | 0 shares | 59K | $288.61 | 1.29K | |
| Q1 2020 | share | Decrease | -14.99% | -229 shares | -125K | $242.98 | 1.29K |
| Q4 2019 | share | Increase | +15.32% | 203 shares | 161K | $285.3 | 1.52K |
| Q3 2019 | share | Increase | +18.09% | 203 shares | 14K | $210.09 | 1.32K |
| Q2 2019 | share | Decrease | -30.70% | -497 shares | -126K | $234.81 | 1.12K |
| Q1 2019 | share | Increase | +14.34% | 203 shares | 47K | $236.89 | 1.61K |
| Q4 2018 | share | Increase | +19.70% | 233 shares | 38K | $237.77 | 1.41K |
| Q3 2018 | share | Increase | +0.17% | 2 shares | 25K | $253.11 | 1.18K |
| Q2 2018 | share | Increase | +0.17% | 2 shares | 38K | $232.64 | 1.18K |
| Q1 2018 | share | Decrease | -0.25% | -3 shares | -9K | $202.21 | 1.17K |
| Q4 2017 | share | Increase | +2.78% | 32 shares | 36K | $207.63 | 1.18K |
| Q3 2017 | share | Increase | 0.00% | 1.15K shares | 225K | $183.84 | 1.15K |