A detailed history of Bar Harbor Wealth Management transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bar Harbor Wealth Management holds 12,545 shares of UNH stock, worth $6.35 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
12,545
Previous 12,793 1.94%
Holding current value
$6.35 Million
Previous $6.51 Million 12.59%
% of portfolio
0.47%
Previous 0.44%

Shares

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

Oct 16, 2024

SELL
$488.01 - $604.18 $121,026 - $149,836
-248 Reduced 1.94%
12,545 $7.33 Million
Q2 2024

Jul 17, 2024

SELL
$439.2 - $524.63 $40,406 - $48,265
-92 Reduced 0.71%
12,793 $6.51 Million
Q1 2024

Apr 23, 2024

BUY
$472.6 - $545.42 $76,088 - $87,812
161 Added 1.27%
12,885 $6.37 Million
Q4 2023

Jan 17, 2024

BUY
$509.47 - $552.97 $109,536 - $118,888
215 Added 1.72%
12,724 $6.7 Million
Q3 2023

Nov 28, 2023

SELL
$447.75 - $510.93 $12,984 - $14,816
-29 Reduced 0.23%
12,509 $6.31 Million
Q2 2023

Aug 09, 2023

SELL
$458.49 - $526.23 $58,228 - $66,831
-127 Reduced 1.0%
12,538 $6.03 Million
Q1 2023

Apr 24, 2023

SELL
$460.33 - $518.33 $116,463 - $131,137
-253 Reduced 1.96%
12,665 $5.99 Million
Q4 2022

Jun 09, 2023

BUY
$498.86 - $555.15 $126,211 - $140,452
253 Added 2.0%
12,918 $6.85 Million
Q4 2022

Jan 19, 2023

BUY
$498.86 - $555.15 $105,259 - $117,136
211 Added 1.66%
12,918 $6.85 Million
Q3 2022

Oct 24, 2022

SELL
$501.24 - $549.95 $30,074 - $32,997
-60 Reduced 0.47%
12,707 $6.42 Million
Q2 2022

Aug 12, 2022

BUY
$452.06 - $546.01 $2.06 Million - $2.49 Million
4,555 Added 55.47%
12,767 $6.56 Million
Q1 2022

Apr 14, 2022

BUY
$455.89 - $520.82 $1.24 Million - $1.41 Million
2,713 Added 49.34%
8,212 $4.19 Million
Q4 2021

Jan 28, 2022

SELL
$387.01 - $505.58 $134,679 - $175,941
-348 Reduced 5.95%
5,499 $2.76 Million
Q3 2021

Nov 15, 2021

SELL
$390.74 - $429.71 $60,955 - $67,034
-156 Reduced 2.6%
5,847 $2.28 Million
Q2 2021

Aug 11, 2021

SELL
$364.37 - $420.89 $47,003 - $54,294
-129 Reduced 2.1%
6,003 $2.4 Million
Q1 2021

May 06, 2021

SELL
$324.34 - $379.06 $66,489 - $77,707
-205 Reduced 3.23%
6,132 $2.28 Million
Q4 2020

Feb 09, 2021

BUY
$303.68 - $356.82 $24,598 - $28,902
81 Added 1.29%
6,337 $2.22 Million
Q3 2020

Nov 02, 2020

SELL
$291.16 - $323.7 $76,866 - $85,456
-264 Reduced 4.05%
6,256 $1.95 Million
Q2 2020

Aug 04, 2020

SELL
$229.49 - $311.85 $51,405 - $69,854
-224 Reduced 3.32%
6,520 $1.92 Million
Q1 2020

May 14, 2020

SELL
$194.86 - $305.31 $304,955 - $477,810
-1,565 Reduced 18.83%
6,744 $1.68 Million
Q4 2019

Feb 11, 2020

SELL
$215.36 - $295.97 $276,952 - $380,617
-1,286 Reduced 13.4%
8,309 $2.44 Million
Q3 2019

Nov 07, 2019

BUY
$215.26 - $266.65 $116,886 - $144,790
543 Added 6.0%
9,595 $2.09 Million
Q2 2019

Aug 01, 2019

BUY
$216.84 - $252.28 $277,988 - $323,422
1,282 Added 16.5%
9,052 $2.21 Million
Q1 2019

May 10, 2019

BUY
$236.02 - $271.13 $19,589 - $22,503
83 Added 1.08%
7,770 $1.92 Million
Q4 2018

Feb 13, 2019

SELL
$232.94 - $286.33 $13,510 - $16,607
-58 Reduced 0.75%
7,687 $1.92 Million
Q3 2018

Nov 14, 2018

BUY
$246.98 - $269.65 $12,595 - $13,752
51 Added 0.66%
7,745 $2.06 Million
Q2 2018

Aug 10, 2018

SELL
$217.2 - $255.98 $10,860 - $12,799
-50 Reduced 0.65%
7,694 $1.89 Million
Q1 2018

Apr 06, 2018

SELL
$212.55 - $248.47 $66,528 - $77,771
-313 Reduced 3.88%
7,744 $1.66 Million
Q4 2017

Jan 17, 2018

SELL
$192.52 - $228.17 $30,225 - $35,822
-157 Reduced 1.91%
8,057 $1.78 Million
Q3 2017

Oct 11, 2017

BUY
$190.82 - $199.75 $1.57 Million - $1.64 Million
8,214
8,214 $1.61 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 $474B
  • 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

Track Bar Harbor Wealth Management Portfolio

Follow Bar Harbor Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Bar Harbor Wealth Management with notifications on news.