Baker Tilly Wealth Management, LLC Unitedhealth Group Inc Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,364 shares of UNH stock, worth $805,946. This represents 0.36% of its overall portfolio holdings.

Number of Shares

1,364

Previous 2,061 33.82%

Holding current value

$805,946

Previous $1.05 Million 24.02%

% of portfolio

0.36%

Previous 0.44%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$488.01 - $604.18 $340,142 - $421,113	-697 Reduced 33.82%	1,364 $797,000
Q2 2024 Jul 18, 2024	SELL	$439.2 - $524.63 $1.33 Million - $1.59 Million	-3,032 Reduced 59.53%	2,061 $1.05 Million
Q1 2024 May 09, 2024	SELL	$472.6 - $545.42 $115,787 - $133,627	-245 Reduced 4.59%	5,093 $2.52 Million
Q4 2023 Jan 10, 2024	SELL	$509.47 - $552.97 $504,375 - $547,440	-990 Reduced 15.64%	5,338 $2.81 Million
Q3 2023 Oct 10, 2023	SELL	$447.75 - $510.93 $2.67 Million - $3.04 Million	-5,955 Reduced 48.48%	6,328 $3.19 Million
Q2 2023 Jul 20, 2023	BUY	$458.49 - $526.23 $323,693 - $371,518	706 Added 6.1%	12,283 $5.9 Million
Q1 2023 Apr 12, 2023	BUY	$460.33 - $518.33 $6,904 - $7,774	15 Added 0.13%	11,577 $5.47 Million
Q4 2022 Jan 26, 2023	SELL	$498.86 - $555.15 $327,252 - $364,178	-656 Reduced 5.37%	11,562 $0
Q3 2022 Oct 20, 2022	SELL	$501.24 - $549.95 $378,937 - $415,762	-756 Reduced 5.83%	12,218 $6.17 Million
Q2 2022 Jul 28, 2022	SELL	$452.06 - $546.01 $563,266 - $680,328	-1,246 Reduced 8.76%	12,974 $6.66 Million
Q1 2022 Apr 27, 2022	BUY	$455.89 - $520.82 $638,701 - $729,668	1,401 Added 10.93%	14,220 $7.25 Million
Q4 2021 Feb 08, 2022	BUY	$387.01 - $505.58 $512,401 - $669,387	1,324 Added 11.52%	12,819 $6.44 Million
Q3 2021 Nov 02, 2021	BUY	$390.74 - $429.71 $505,226 - $555,615	1,293 Added 12.67%	11,495 $4.49 Million
Q2 2021 Jul 30, 2021	BUY	$364.37 - $420.89 $486,069 - $561,467	1,334 Added 15.04%	10,202 $4.09 Million
Q1 2021 Apr 28, 2021	BUY	$324.34 - $379.06 $789,443 - $922,632	2,434 Added 37.83%	8,868 $3.3 Million
Q4 2020 Feb 03, 2021	BUY	$303.68 - $356.82 $1.95 Million - $2.3 Million	6,434 New	6,434 $2.26 Million

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $553B
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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Baker Tilly Wealth Management, LLC Unitedhealth Group Inc Transaction History