Atlas Private Wealth Management Unitedhealth Group Inc Transaction History

Atlas Private Wealth Management

$227 Million
Q1 2024

A detailed history of Atlas Private Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Atlas Private Wealth Management holds 7,886 shares of UNH stock, worth $4.71 Million. This represents 1.72% of its overall portfolio holdings.

Number of Shares

7,886

Previous 7,254 8.71%

Holding current value

$4.71 Million

Previous $3.82 Million 2.15%

% of portfolio

1.72%

Previous 1.88%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$472.6 - $545.42 $298,683 - $344,705	632 Added 8.71%	7,886 $3.9 Million
Q4 2023 Jan 19, 2024	BUY	$509.47 - $552.97 $232,318 - $252,154	456 Added 6.71%	7,254 $3.82 Million
Q3 2023 Oct 23, 2023	BUY	$447.75 - $510.93 $54,625 - $62,333	122 Added 1.83%	6,798 $3.43 Million
Q2 2023 Jul 13, 2023	BUY	$458.49 - $526.23 $212,739 - $244,170	464 Added 7.47%	6,676 $3.21 Million
Q1 2023 Apr 26, 2023	SELL	$460.33 - $518.33 $46,033 - $51,833	-100 Reduced 1.58%	6,212 $2.94 Million
Q4 2022 Jan 18, 2023	BUY	$498.86 - $555.15 $206,528 - $229,832	414 Added 7.02%	6,312 $0
Q3 2022 Oct 26, 2022	BUY	$501.24 - $549.95 $65,662 - $72,043	131 Added 2.27%	5,898 $2.98 Million
Q2 2022 Jul 19, 2022	SELL	$452.06 - $546.01 $173,138 - $209,121	-383 Reduced 6.23%	5,767 $2.96 Million
Q1 2022 Apr 25, 2022	BUY	$455.89 - $520.82 $69,751 - $79,685	153 Added 2.55%	6,150 $3.14 Million
Q4 2021 Feb 07, 2022	SELL	$387.01 - $505.58 $78,950 - $103,138	-204 Reduced 3.29%	5,997 $3.01 Million
Q3 2021 Oct 25, 2021	BUY	$390.74 - $429.71 $28,914 - $31,798	74 Added 1.21%	6,201 $2.42 Million
Q2 2021 Aug 05, 2021	BUY	$364.37 - $420.89 $22,590 - $26,095	62 Added 1.02%	6,127 $2.45 Million
Q1 2021 Apr 26, 2021	SELL	$324.34 - $379.06 $3,567 - $4,169	-11 Reduced 0.18%	6,065 $2.26 Million
Q4 2020 Jan 27, 2021	SELL	$303.68 - $356.82 $80,778 - $94,914	-266 Reduced 4.19%	6,076 $2.13 Million
Q3 2020 Nov 05, 2020	BUY	$291.16 - $323.7 $54,155 - $60,208	186 Added 3.02%	6,342 $1.98 Million
Q2 2020 Aug 04, 2020	SELL	$229.49 - $311.85 $4,360 - $5,925	-19 Reduced 0.31%	6,156 $1.82 Million
Q1 2020 May 12, 2020	BUY	$194.86 - $305.31 $121,592 - $190,513	624 Added 11.24%	6,175 $1.54 Million
Q4 2019 Feb 11, 2020	BUY	$215.36 - $295.97 $1.2 Million - $1.64 Million	5,551 New	5,551 $1.63 Million

Others Institutions Holding UNH

# of Institutions

3,732

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlas Private Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Atlas Private Wealth Management with notifications on news.

Account

Atlas Private Wealth Management Unitedhealth Group Inc Transaction History