Asset Planning Services Inc Unitedhealth Group Inc Transaction History

Asset Planning Services Inc

$179 Million
Q1 2024

A detailed history of Asset Planning Services Inc transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Asset Planning Services Inc holds 12,760 shares of UNH stock, worth $6.36 Million. This represents 3.53% of its overall portfolio holdings.

Number of Shares

12,760

Previous 12,910 1.16%

Holding current value

$6.36 Million

Previous $6.8 Million 7.14%

% of portfolio

3.53%

Previous 4.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$472.6 - $545.42 $70,890 - $81,813	-150 Reduced 1.16%	12,760 $6.31 Million
Q4 2023 Jan 16, 2024	SELL	$509.47 - $552.97 $94,251 - $102,299	-185 Reduced 1.41%	12,910 $6.8 Million
Q3 2023 Oct 19, 2023	SELL	$447.75 - $510.93 $564,165 - $643,771	-1,260 Reduced 8.78%	13,095 $6.6 Million
Q2 2023 Jul 21, 2023	SELL	$458.49 - $526.23 $204,028 - $234,172	-445 Reduced 3.01%	14,355 $6.9 Million
Q1 2023 Apr 21, 2023	SELL	$460.33 - $518.33 $540,887 - $609,037	-1,175 Reduced 7.36%	14,800 $6.99 Million

Q4 2022 Jan 17, 2023	BUY	$498.86 - $555.15 $12,471 - $13,878	25 Added 0.16%	15,975 $8.47 Million
Q3 2022 Oct 19, 2022	SELL	$501.24 - $549.95 $25,062 - $27,497	-50 Reduced 0.31%	15,950 $8.06 Million
Q2 2022 Jul 22, 2022	SELL	$452.06 - $546.01 $27,123 - $32,760	-60 Reduced 0.37%	16,000 $8.22 Million
Q4 2021 Jan 18, 2022	SELL	$387.01 - $505.58 $174,154 - $227,511	-450 Reduced 2.73%	16,060 $8.06 Million
Q2 2021 Jul 19, 2021	BUY	$364.37 - $420.89 $30,971 - $35,775	85 Added 0.52%	16,510 $6.61 Million
Q1 2021 Apr 20, 2021	SELL	$324.34 - $379.06 $145,953 - $170,577	-450 Reduced 2.67%	16,425 $6.11 Million
Q4 2020 Jan 13, 2021	SELL	$303.68 - $356.82 $22,776 - $26,761	-75 Reduced 0.44%	16,875 $5.92 Million
Q2 2020 Jul 14, 2020	BUY	$229.49 - $311.85 $6,884 - $9,355	30 Added 0.18%	16,950 $5 Million
Q1 2020 Apr 16, 2020	BUY	$194.86 - $305.31 $151,016 - $236,615	775 Added 4.8%	16,920 $4.22 Million
Q4 2019 Jan 21, 2020	BUY	$215.36 - $295.97 $10,768 - $14,798	50 Added 0.31%	16,145 $4.75 Million
Q3 2019 Oct 22, 2019	SELL	$215.26 - $266.65 $135,613 - $167,989	-630 Reduced 3.77%	16,095 $3.5 Million
Q2 2019 Jul 25, 2019	BUY	$216.84 - $252.28 $173,472 - $201,824	800 Added 5.02%	16,725 $4.08 Million
Q1 2019 Apr 30, 2019	BUY	$236.02 - $271.13 $3.76 Million - $4.32 Million	15,925 New	15,925 $3.94 Million

Others Institutions Holding UNH

# of Institutions

3,671

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $466B
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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Asset Planning Services Inc Unitedhealth Group Inc Transaction History