Affiance Financial, LLC Unitedhealth Group Inc Transaction History

Affiance Financial, LLC

$414 Million
Q4 2024

A detailed history of Affiance Financial, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Affiance Financial, LLC holds 5,978 shares of UNH stock, worth $3.17 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

5,978

Previous 5,962 0.27%

Holding current value

$3.17 Million

Previous $3.49 Million 13.23%

% of portfolio

0.73%

Previous 0.86%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$485.52 - $625.25 $7,768 - $10,004	16 Added 0.27%	5,978 $3.02 Million
Q3 2024 Oct 11, 2024	SELL	$488.01 - $604.18 $2,928 - $3,625	-6 Reduced 0.1%	5,962 $3.49 Million
Q2 2024 Aug 01, 2024	SELL	$439.2 - $524.63 $875,325 - $1.05 Million	-1,993 Reduced 25.03%	5,968 $3.04 Million
Q1 2024 Apr 15, 2024	BUY	$472.6 - $545.42 $54,821 - $63,268	116 Added 1.48%	7,961 $3.94 Million
Q4 2023 Jan 09, 2024	SELL	$509.47 - $552.97 $6,623 - $7,188	-13 Reduced 0.17%	7,845 $4.13 Million
Q3 2023 Oct 11, 2023	SELL	$447.75 - $510.93 $3,582 - $4,087	-8 Reduced 0.1%	7,858 $3.96 Million
Q2 2023 Jul 11, 2023	BUY	$458.49 - $526.23 $4,126 - $4,736	9 Added 0.11%	7,866 $3.78 Million
Q1 2023 Apr 18, 2023	SELL	$460.33 - $518.33 $19,333 - $21,769	-42 Reduced 0.53%	7,857 $3.71 Million
Q4 2022 Jan 20, 2023	BUY	$498.86 - $555.15 $40,906 - $45,522	82 Added 1.05%	7,899 $0
Q3 2022 Oct 27, 2022	SELL	$501.24 - $549.95 $16,540 - $18,148	-33 Reduced 0.42%	7,817 $3.95 Million
Q2 2022 Jul 14, 2022	BUY	$452.06 - $546.01 $1.64 Million - $1.98 Million	3,627 Added 85.89%	7,850 $4.03 Million
Q1 2022 Apr 12, 2022	SELL	$455.89 - $520.82 $174,605 - $199,474	-383 Reduced 8.32%	4,223 $2.15 Million
Q4 2021 Feb 01, 2022	SELL	$387.01 - $505.58 $26,703 - $34,885	-69 Reduced 1.48%	4,606 $2.31 Million
Q3 2021 Oct 12, 2021	SELL	$390.74 - $429.71 $5,079 - $5,586	-13 Reduced 0.28%	4,675 $1.83 Million
Q2 2021 Jul 14, 2021	BUY	$364.37 - $420.89 $1,093 - $1,262	3 Added 0.06%	4,688 $1.88 Million
Q1 2021 Apr 21, 2021	SELL	$324.34 - $379.06 $4,865 - $5,685	-15 Reduced 0.32%	4,685 $1.74 Million
Q4 2020 Jan 25, 2021	SELL	$303.68 - $356.82 $7,592 - $8,920	-25 Reduced 0.53%	4,700 $1.65 Million
Q3 2020 Oct 13, 2020	BUY	$291.16 - $323.7 $11,646 - $12,948	40 Added 0.85%	4,725 $1.47 Million
Q2 2020 Jul 13, 2020	BUY	$229.49 - $311.85 $189,788 - $257,899	827 Added 21.44%	4,685 $1.38 Million
Q1 2020 Apr 14, 2020	SELL	$194.86 - $305.31 $110,680 - $173,416	-568 Reduced 12.83%	3,858 $962,000
Q4 2019 Jan 16, 2020	BUY	$215.36 - $295.97 $77,960 - $107,141	362 Added 8.91%	4,426 $1.3 Million
Q3 2019 Oct 11, 2019	BUY	$215.26 - $266.65 $115,594 - $143,191	537 Added 15.23%	4,064 $883,000
Q2 2019 Jul 11, 2019	BUY	$216.84 - $252.28 $2,168 - $2,522	10 Added 0.28%	3,527 $861,000
Q4 2018 Jan 11, 2019	BUY	$232.94 - $286.33 $2,329 - $2,863	10 Added 0.29%	3,517 $876,000
Q3 2018 Oct 15, 2018	BUY	$246.98 - $269.65 $47,173 - $51,503	191 Added 5.76%	3,507 $933,000
Q2 2018 Jul 16, 2018	BUY	$217.2 - $255.98 $21,720 - $25,598	100 Added 3.11%	3,316 $814,000
Q1 2018 Apr 17, 2018	BUY	$212.55 - $248.47 $63,765 - $74,541	300 Added 10.29%	3,216 $688,000
Q2 2016 Dec 08, 2017	SELL	N/A	-5 Reduced 0.17%	2,916 $412,000
Q2 2015 Dec 08, 2017	BUY	N/A	215 Added 7.95%	2,921 $356,000
Q4 2014 Dec 08, 2017	BUY	N/A	2,706	2,706 $274,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

769M

Call Options Held

6.76M

Put Options Held

7.02M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $496B
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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Affiance Financial, LLC Unitedhealth Group Inc Transaction History