All Square Wealth Management LLC Unitedhealth Group Inc Transaction History

All Square Wealth Management LLC

$165 Million
Q2 2024

A detailed history of All Square Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,502 shares of UNH stock, worth $866,759. This represents 0.46% of its overall portfolio holdings.

Number of Shares

1,502

Previous 1,502 -0.0%

Holding current value

$866,759

Previous $743,000 2.83%

% of portfolio

0.46%

Previous 0.44%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$472.6 - $545.42 $70,890 - $81,813	150 Added 11.09%	1,502 $743,000
Q3 2023 Nov 27, 2023	SELL	$447.75 - $510.93 $6,716 - $7,663	-15 Reduced 1.1%	1,352 $681,000
Q2 2023 Aug 08, 2023	BUY	$458.49 - $526.23 $25,675 - $29,468	56 Added 4.27%	1,367 $657,000
Q1 2023 May 02, 2023	BUY	$460.33 - $518.33 $42,810 - $48,204	93 Added 7.64%	1,311 $619,000
Q2 2022 Aug 16, 2022	BUY	$452.06 - $546.01 $18,082 - $21,840	40 Added 3.4%	1,218 $626,000
Q1 2022 May 04, 2022	BUY	$455.89 - $520.82 $31,912 - $36,457	70 Added 6.32%	1,178 $601,000
Q1 2021 May 11, 2021	SELL	$324.34 - $379.06 $47,029 - $54,963	-145 Reduced 11.57%	1,108 $412,000
Q4 2020 Feb 09, 2021	SELL	$303.68 - $356.82 $30,368 - $35,682	-100 Reduced 7.39%	1,253 $439,000
Q1 2020 May 12, 2020	SELL	$194.86 - $305.31 $29,229 - $45,796	-150 Reduced 9.98%	1,353 $337,000
Q4 2019 Feb 04, 2020	SELL	$215.36 - $295.97 $11,844 - $16,278	-55 Reduced 3.53%	1,503 $442,000
Q3 2019 Nov 06, 2019	BUY	$215.26 - $266.65 $26,046 - $32,264	121 Added 8.42%	1,558 $339,000
Q2 2019 Aug 13, 2019	BUY	$216.84 - $252.28 $65,052 - $75,684	300 Added 26.39%	1,437 $351,000
Q1 2019 May 07, 2019	BUY	$236.02 - $271.13 $26,670 - $30,637	113 Added 11.04%	1,137 $281,000
Q4 2018 Feb 13, 2019	BUY	$232.94 - $286.33 $58,235 - $71,582	250 Added 32.3%	1,024 $255,000
Q2 2018 Aug 14, 2018	BUY	$217.2 - $255.98 $69,938 - $82,425	322 Added 71.24%	774 $190,000
Q1 2018 May 11, 2018	BUY	$212.55 - $248.47 $10,627 - $12,423	50 Added 12.44%	452 $97,000
Q4 2017 Feb 13, 2018	SELL	$192.52 - $228.17 $1,347 - $1,597	-7 Reduced 1.71%	402 $89,000
Q3 2017 Nov 06, 2017	BUY	$190.82 - $199.75 $78,045 - $81,697	409	409 $80,000

Others Institutions Holding UNH

# of Institutions

3,735

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $540B
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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All Square Wealth Management LLC Unitedhealth Group Inc Transaction History