A detailed history of Ballast Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Ballast Advisors LLC holds 1,251 shares of UNH stock, worth $759,094. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,251
Previous 1,288 2.87%
Holding current value
$759,094
Previous $655,000 11.6%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Oct 30, 2024

SELL
$488.01 - $604.18 $18,056 - $22,354
-37 Reduced 2.87%
1,251 $731,000
Q2 2024

Jul 26, 2024

SELL
$439.2 - $524.63 $66,319 - $79,219
-151 Reduced 10.49%
1,288 $655,000
Q1 2024

May 01, 2024

SELL
$472.6 - $545.42 $4,726 - $5,454
-10 Reduced 0.69%
1,439 $711,000
Q4 2023

Jan 30, 2024

SELL
$509.47 - $552.97 $43,814 - $47,555
-86 Reduced 5.6%
1,449 $762,000
Q3 2023

Oct 19, 2023

BUY
$447.75 - $510.93 $28,656 - $32,699
64 Added 4.35%
1,535 $773,000
Q2 2023

Aug 04, 2023

SELL
$458.49 - $526.23 $26,592 - $30,521
-58 Reduced 3.79%
1,471 $707,000
Q1 2023

May 09, 2023

BUY
$460.33 - $518.33 $38,667 - $43,539
84 Added 5.81%
1,529 $722,000
Q2 2022

Jul 20, 2022

BUY
$452.06 - $546.01 $904 - $1,092
2 Added 0.14%
1,445 $742,000
Q1 2022

Apr 21, 2022

SELL
$455.89 - $520.82 $153,179 - $174,995
-336 Reduced 18.89%
1,443 $736,000
Q4 2021

Feb 04, 2022

SELL
$387.01 - $505.58 $2,322 - $3,033
-6 Reduced 0.34%
1,779 $893,000
Q3 2021

Nov 01, 2021

BUY
$390.74 - $429.71 $6,642 - $7,305
17 Added 0.96%
1,785 $697,000
Q2 2021

Jul 20, 2021

BUY
$364.37 - $420.89 $728 - $841
2 Added 0.11%
1,768 $708,000
Q1 2021

Apr 26, 2021

BUY
$324.34 - $379.06 $6,486 - $7,581
20 Added 1.15%
1,766 $657,000
Q4 2020

Feb 05, 2021

SELL
$303.68 - $356.82 $145,766 - $171,273
-480 Reduced 21.56%
1,746 $612,000
Q2 2020

Jul 29, 2020

BUY
$229.49 - $311.85 $118,646 - $161,226
517 Added 30.25%
2,226 $657,000
Q1 2020

Apr 16, 2020

SELL
$194.86 - $305.31 $2,338 - $3,663
-12 Reduced 0.7%
1,709 $426,000
Q4 2019

Feb 14, 2020

BUY
$215.36 - $295.97 $370,634 - $509,364
1,721 New
1,721 $506,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $568B
  • 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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