CAPITAL PLANNING ADVISORS, LLC – UnitedHealth Group Incorporated Transaction History
CAPITAL PLANNING ADVISORS, LLC portfolio value:
$6.99M
portfolio value
CAPITAL PLANNING ADVISORS, LLC 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 | +1.91% | 260 shares | 15K | $505.04 | 13.85K |
| Q2 2022 | share | Increase | +0.32% | 43 shares | 71K | $513.63 | 13.59K |
| Q1 2022 | share | Increase | +0.57% | 77 shares | 145K | $509.97 | 13.54K |
| Q4 2021 | share | Increase | +0.73% | 98 shares | 1.53M | $504.43 | 13.47K |
| Q3 2021 | share | Increase | +0.55% | 73 shares | -100K | $389.48 | 13.37K |
| Q2 2021 | share | Increase | +0.26% | 34 shares | 389K | $397.72 | 13.29K |
| Q1 2021 | share | Decrease | -6.65% | -945 shares | -47K | $368.18 | 13.26K |
| Q4 2020 | share | Increase | +0.30% | 43 shares | 566K | $345.8 | 14.21K |
| Q3 2020 | share | Decrease | -1.04% | -149 shares | 194K | $306.33 | 14.16K |
| Q2 2020 | share | Increase | +0.02% | 3 shares | 654K | $288.61 | 14.31K |
| Q1 2020 | share | Decrease | -6.57% | -1.00K shares | -935K | $242.98 | 14.31K |
| Q4 2019 | share | Decrease | -0.56% | -86 shares | 1.15M | $285.3 | 15.32K |
| Q3 2019 | share | Decrease | -3.44% | -549 shares | -545K | $210.09 | 15.40K |
| Q2 2019 | share | Increase | +3.30% | 509 shares | 74K | $234.81 | 15.95K |
| Q1 2019 | share | Increase | +9.60% | 1.35K shares | 308K | $236.89 | 15.44K |
| Q4 2018 | share | Increase | +18.33% | 2.18K shares | 342K | $237.77 | 14.09K |
| Q3 2018 | share | Increase | +49.64% | 3.95K shares | 1.21M | $253.11 | 11.91K |
| Q2 2018 | share | Decrease | -8.79% | -767 shares | 86K | $232.64 | 7.95K |
| Q1 2018 | share | Increase | +3.88% | 326 shares | 15K | $202.21 | 8.72K |
| Q4 2017 | share | Increase | +14.91% | 1.09K shares | 420K | $207.63 | 8.4K |
| Q3 2017 | share | Increase | +89.67% | 3.45K shares | 717K | $183.84 | 7.31K |
| Q2 2017 | share | Increase | +93.96% | 1.86K shares | 389K | $173.4 | 3.85K |
| Q1 2017 | share | Increase | 0.00% | 1.98K shares | 326K | $152.74 | 1.98K |