Rockbridge Investment Management, Lcc Unitedhealth Group Inc Transaction History

Rockbridge Investment Management, Lcc

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$509.47 - $552.97 $98,837 - $107,276	-194 Reduced 34.58%	367 $193 Million
Q1 2023 May 28, 2024	SELL	$460.33 - $518.33 $203,465 - $229,101	-442 Closed	0 $0
Q4 2022 May 28, 2024	BUY	$498.86 - $555.15 $9,478 - $10,547	19 Added 4.49%	442 $234,000
Q2 2022 May 28, 2024	SELL	$452.06 - $546.01 $51,082 - $61,699	-113 Reduced 21.08%	423 $217,000
Q1 2022 May 28, 2024	BUY	$455.89 - $520.82 $244,357 - $279,159	536 New	536 $273,000
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $28,251 - $36,907	73 Added 14.96%	561 $282,000
Q2 2021 Aug 05, 2021	SELL	$364.37 - $420.89 $14,210 - $16,414	-39 Reduced 7.4%	488 $195,000
Q1 2021 May 20, 2021	SELL	$324.34 - $379.06 $5,189 - $6,064	-16 Reduced 2.95%	527 $196,000
Q4 2020 Mar 04, 2021	BUY	$303.68 - $356.82 $4,251 - $4,995	14 Added 2.65%	543 $190,000
Q3 2020 Nov 03, 2020	SELL	$291.16 - $323.7 $16,304 - $18,127	-56 Reduced 9.57%	529 $165,000
Q2 2020 Aug 20, 2020	BUY	$229.49 - $311.85 $134,251 - $182,432	585 New	585 $173,000

3,833

790M

5.83M

5.68M

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $567B
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...

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