Halpern Financial, Inc. Unitedhealth Group Inc Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Halpern Financial, Inc. holds 106 shares of UNH stock, worth $64,222. This represents 0.02% of its overall portfolio holdings.

Number of Shares

106

Previous 100 6.0%

Holding current value

$64,222

Previous $50.9 Million 23.29%

% of portfolio

0.02%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$488.01 - $604.18 $2,928 - $3,625	6 Added 6.0%	106 $62.8 Million
Q2 2024 Jul 08, 2024	SELL	$439.2 - $524.63 $21,960 - $26,231	-50 Reduced 33.33%	100 $50.9 Million
Q1 2024 Apr 09, 2024	SELL	$472.6 - $545.42 $16,541 - $19,089	-35 Reduced 18.92%	150 $69 Million
Q4 2023 Jan 19, 2024	SELL	$509.47 - $552.97 $15,793 - $17,142	-31 Reduced 14.35%	185 $100 Million
Q3 2023 Oct 10, 2023	BUY	$447.75 - $510.93 $39,849 - $45,472	89 Added 70.08%	216 $109 Million
Q2 2023 Sep 21, 2023	BUY	$458.49 - $526.23 $12,379 - $14,208	27 Added 27.0%	127 $61 Million
Q3 2022 Sep 21, 2023	SELL	$501.24 - $549.95 $11,027 - $12,098	-22 Reduced 18.03%	100 $50.5 Million
Q2 2022 Sep 21, 2023	SELL	$452.06 - $546.01 $1,356 - $1,638	-3 Reduced 2.4%	122 $62.7 Million
Q1 2022 Sep 21, 2023	SELL	$455.89 - $520.82 $33,279 - $38,019	-73 Reduced 36.87%	125 $63.7 Million
Q4 2021 Sep 21, 2023	BUY	$387.01 - $505.58 $48,376 - $63,197	125 Added 171.23%	198 $99.4 Million
Q1 2021 Sep 21, 2023	SELL	$324.34 - $379.06 $1,946 - $2,274	-6 Reduced 7.59%	73 $27.2 Million
Q2 2020 Sep 21, 2023	BUY	$229.49 - $311.85 $9,179 - $12,474	40 Added 102.56%	79 $23.3 Million
Q4 2019 Sep 21, 2023	BUY	$215.36 - $295.97 $8,399 - $11,542	39 New	39 $11.5 Million

Others Institutions Holding UNH

# of Institutions

3,828

Shares Held

780M

Call Options Held

5.8M

Put Options Held

5.81M

View Full List

About UNITEDHEALTH GROUP INC

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...

More about UNH

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Halpern Financial, Inc. Unitedhealth Group Inc Transaction History