UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Circle Wealth Management, LLC's Holding History (CIK: 0001578242)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,258 Value ($000) $2,066 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 5,964 Value ($000) $2,059 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 5,418 Value ($000) $1,690 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 4,182 Value ($000) $2,190 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 5,118 Value ($000) $2,589 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 5,105 Value ($000) $2,985 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 5,250 Value ($000) $2,673 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 5,696 Value ($000) $2,818 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 5,728 Value ($000) $3,015 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 5,585 Value ($000) $2,816 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 4,472 Value ($000) $2,149 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 4,471 Value ($000) $2,113 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 4,471 Value ($000) $2,370 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 4,645 Value ($000) $2,346 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 5,135 Value ($000) $2,637 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 5,138 Value ($000) $2,620 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 5,261 Value ($000) $2,642 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 5,260 Value ($000) $2,055 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 5,254 Value ($000) $2,104 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 4,934 Value ($000) $1,836 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 4,812 Value ($000) $1,687 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 4,459 Value ($000) $1,390 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 4,298 Value ($000) $1,268 Avg Close $261.11 Range $205.85 - $287.65
Q1 2020
Shares 1,525 Value ($000) $380 Avg Close $249.73 Range $170.96 - $278.13
Q4 2019
Shares 1,472 Value ($000) $433 Avg Close $236.60 Range $191.58 - $272.04
Q3 2019
Shares 1,621 Value ($000) $352 Avg Close $217.12 Range $192.52 - $241.58
Q2 2019
Shares 1,637 Value ($000) $399 Avg Close $215.47 Range $186.25 - $227.91
Q1 2019
Shares 950 Value ($000) $235 Avg Close $227.63 Range $209.12 - $242.99
Q4 2018
Shares 989 Value ($000) $246 Avg Close $235.05 Range $206.71 - $256.77
Q3 2018
Shares 1,502 Value ($000) $400 Avg Close $230.64 Range $216.27 - $241.03
Q2 2018
Shares 1,509 Value ($000) $370 Avg Close $212.11 Range $189.47 - $226.77
Q1 2018
Shares 1,490 Value ($000) $319 Avg Close $201.13 Range $183.43 - $220.66
Q4 2017
Shares 1,485 Value ($000) $327 Avg Close $186.06 Range $163.10 - $203.93
Q3 2017
Shares 1,469 Value ($000) $288 Avg Close $168.94 Range $160.62 - $176.05
Q2 2017
Shares 1,399 Value ($000) $259 Avg Close $152.68 Range $142.90 - $164.81
Q1 2017
Shares 1,327 Value ($000) $218 Avg Close $142.11 Range $135.29 - $149.76
Q4 2016
Shares 1,322 Value ($000) $212 Avg Close $129.15 Range $114.85 - $142.15