A detailed history of Balboa Wealth Partners transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 1,290 shares of UNH stock, worth $719,523. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,290
Previous 940 37.23%
Holding current value
$719,523
Previous $465,000 41.08%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Aug 13, 2024

BUY
$439.2 - $524.63 $153,720 - $183,620
350 Added 37.23%
1,290 $656,000
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $5,671 - $6,545
12 Added 1.29%
940 $465,000
Q4 2023

Feb 09, 2024

SELL
$509.47 - $552.97 $85,590 - $92,898
-168 Reduced 15.33%
928 $488,000
Q3 2023

Oct 23, 2023

BUY
$447.75 - $510.93 $92,236 - $105,251
206 Added 23.15%
1,096 $552,000
Q2 2023

Aug 08, 2023

SELL
$458.49 - $526.23 $126,084 - $144,713
-275 Reduced 23.61%
890 $427,000
Q1 2023

May 11, 2023

SELL
$460.33 - $518.33 $110,018 - $123,880
-239 Reduced 17.02%
1,165 $550,000
Q4 2022

Feb 14, 2023

BUY
$498.86 - $555.15 $200,042 - $222,615
401 Added 39.98%
1,404 $744,000
Q3 2022

Jan 04, 2023

BUY
$501.24 - $549.95 $502,743 - $551,599
1,003 New
1,003 $507,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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