A detailed history of Appleton Partners Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Appleton Partners Inc holds 38,672 shares of UNH stock, worth $23.1 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
38,672
Previous 38,919 0.63%
Holding current value
$23.1 Million
Previous $19.3 Million 2.29%
% of portfolio
1.52%
Previous 1.49%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

SELL
$439.2 - $524.63 $108,482 - $129,583
-247 Reduced 0.63%
38,672 $19.7 Million
Q1 2024

Apr 01, 2024

BUY
$472.6 - $545.42 $1.83 Million - $2.11 Million
3,866 Added 11.03%
38,919 $19.3 Million
Q4 2023

Jan 02, 2024

BUY
$509.47 - $552.97 $191,560 - $207,916
376 Added 1.08%
35,053 $18.5 Million
Q3 2023

Oct 03, 2023

BUY
$447.75 - $510.93 $616,551 - $703,550
1,377 Added 4.14%
34,677 $17.5 Million
Q2 2023

Jul 10, 2023

BUY
$458.49 - $526.23 $1.5 Million - $1.72 Million
3,273 Added 10.9%
33,300 $16 Million
Q1 2023

Apr 10, 2023

SELL
$460.33 - $518.33 $100,351 - $112,995
-218 Reduced 0.72%
30,027 $14.2 Million
Q4 2022

Jan 19, 2023

BUY
$498.86 - $555.15 $1.06 Million - $1.18 Million
2,122 Added 7.55%
30,245 $16 Million
Q3 2022

Oct 27, 2022

SELL
$501.24 - $549.95 $30,074 - $32,997
-60 Reduced 0.21%
28,123 $14.2 Million
Q2 2022

Jul 08, 2022

BUY
$452.06 - $546.01 $152,344 - $184,005
337 Added 1.21%
28,183 $14.5 Million
Q1 2022

Apr 05, 2022

SELL
$455.89 - $520.82 $219,738 - $251,035
-482 Reduced 1.7%
27,846 $14.2 Million
Q4 2021

Feb 03, 2022

SELL
$387.01 - $505.58 $383,526 - $501,029
-991 Reduced 3.38%
28,328 $14.2 Million
Q3 2021

Oct 14, 2021

SELL
$390.74 - $429.71 $350,493 - $385,449
-897 Reduced 2.97%
29,319 $11.5 Million
Q2 2021

Jul 07, 2021

SELL
$364.37 - $420.89 $810,358 - $936,059
-2,224 Reduced 6.86%
30,216 $12.1 Million
Q1 2021

Apr 19, 2021

SELL
$324.34 - $379.06 $1.73 Million - $2.02 Million
-5,332 Reduced 14.12%
32,440 $12.1 Million
Q4 2020

Jan 19, 2021

BUY
$303.68 - $356.82 $282,422 - $331,842
930 Added 2.52%
37,772 $13.2 Million
Q3 2020

Oct 14, 2020

BUY
$291.16 - $323.7 $65,802 - $73,156
226 Added 0.62%
36,842 $11.5 Million
Q2 2020

Aug 14, 2020

BUY
$229.49 - $311.85 $43,832 - $59,563
191 Added 0.52%
36,616 $10.8 Million
Q1 2020

May 04, 2020

SELL
$194.86 - $305.31 $153,159 - $239,973
-786 Reduced 2.11%
36,425 $9.08 Million
Q4 2019

Jan 13, 2020

BUY
$215.36 - $295.97 $35,319 - $48,539
164 Added 0.44%
37,211 $10.9 Million
Q3 2019

Nov 04, 2019

SELL
$215.26 - $266.65 $35,733 - $44,263
-166 Reduced 0.45%
37,047 $8.05 Million
Q2 2019

Jul 25, 2019

SELL
$216.84 - $252.28 $155,907 - $181,389
-719 Reduced 1.9%
37,213 $9.08 Million
Q1 2019

Apr 17, 2019

BUY
$236.02 - $271.13 $106,917 - $122,821
453 Added 1.21%
37,932 $9.38 Million
Q4 2018

Jan 17, 2019

BUY
$232.94 - $286.33 $49,616 - $60,988
213 Added 0.57%
37,479 $9.34 Million
Q3 2018

Oct 09, 2018

BUY
$246.98 - $269.65 $332,682 - $363,218
1,347 Added 3.75%
37,266 $9.91 Million
Q2 2018

Aug 08, 2018

BUY
$217.2 - $255.98 $503,904 - $593,873
2,320 Added 6.9%
35,919 $8.81 Million
Q1 2018

Apr 11, 2018

BUY
$212.55 - $248.47 $463,996 - $542,410
2,183 Added 6.95%
33,599 $7.19 Million
Q4 2017

Jan 12, 2018

BUY
$192.52 - $228.17 $200,028 - $237,068
1,039 Added 3.42%
31,416 $6.93 Million
Q3 2017

Oct 12, 2017

BUY
$190.82 - $199.75 $5.8 Million - $6.07 Million
30,377
30,377 $5.95 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 $558B
  • 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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