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 $53,646. This represents 0.02% of its overall portfolio holdings.

Number of Shares
106
Previous 100 6.0%
Holding current value
$53,646
Previous $50.9 Million 23.29%
% of portfolio
0.02%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $473B
  • 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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