A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 51,984 shares of UNH stock, worth $31.2 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
51,984
Previous 54,002 3.74%
Holding current value
$31.2 Million
Previous $27.5 Million 10.52%
% of portfolio
0.72%
Previous 0.69%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$488.01 - $604.18 $984,804 - $1.22 Million
-2,018 Reduced 3.74%
51,984 $30.4 Million
Q2 2024

Aug 13, 2024

SELL
$439.2 - $524.63 $350,042 - $418,130
-797 Reduced 1.45%
54,002 $27.5 Million
Q1 2024

May 15, 2024

BUY
$472.6 - $545.42 $72,780 - $83,994
154 Added 0.28%
54,799 $27.1 Million
Q4 2023

Feb 14, 2024

BUY
$509.47 - $552.97 $2.6 Million - $2.83 Million
5,110 Added 10.32%
54,645 $28.8 Million
Q3 2023

Nov 02, 2023

SELL
$447.75 - $510.93 $31,342 - $35,765
-70 Reduced 0.14%
49,535 $25 Million
Q2 2023

Aug 14, 2023

BUY
$458.49 - $526.23 $1.51 Million - $1.74 Million
3,303 Added 7.13%
49,605 $23.8 Million
Q1 2023

Apr 28, 2023

BUY
$460.33 - $518.33 $1.15 Million - $1.3 Million
2,505 Added 5.72%
46,302 $21.9 Million
Q4 2022

Jan 27, 2023

BUY
$498.86 - $555.15 $119,726 - $133,236
240 Added 0.55%
43,797 $0
Q3 2022

Nov 09, 2022

BUY
$501.24 - $549.95 $332,823 - $365,166
664 Added 1.55%
43,557 $22 Million
Q2 2022

Aug 01, 2022

SELL
$452.06 - $546.01 $69,617 - $84,085
-154 Reduced 0.36%
42,893 $22 Million
Q1 2022

May 09, 2022

SELL
$455.89 - $520.82 $474,581 - $542,173
-1,041 Reduced 2.36%
43,047 $22 Million
Q4 2021

Feb 08, 2022

BUY
$387.01 - $505.58 $330,893 - $432,270
855 Added 1.98%
44,088 $22.1 Million
Q3 2021

Nov 29, 2021

BUY
$390.74 - $429.71 $16.9 Million - $18.6 Million
43,233 New
43,233 $16.9 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 $562B
  • 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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