Bartlett & Co. Wealth Management LLC Unitedhealth Group Inc Transaction History

Bartlett & Co. Wealth Management LLC

$6.97 Trillion
Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 176,942 shares of UNH stock, worth $89.6 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

176,942

Previous 177,434 0.28%

Holding current value

$89.6 Million

Previous $90.4 Billion 14.49%

% of portfolio

1.48%

Previous 1.37%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$488.01 - $604.18 $240,100 - $297,256	-492 Reduced 0.28%	176,942 $103 Billion
Q2 2024 Jul 12, 2024	BUY	$439.2 - $524.63 $790,999 - $944,858	1,801 Added 1.03%	177,434 $90.4 Billion
Q1 2024 May 09, 2024	BUY	$472.6 - $545.42 $4.96 Million - $5.73 Million	10,501 Added 6.36%	175,633 $86.9 Billion
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $396,877 - $430,763	779 Added 0.47%	165,132 $86.7 Billion
Q3 2023 Feb 14, 2024	BUY	$447.75 - $510.93 $3.97 Million - $4.53 Million	8,873 Added 5.71%	164,353 $82.9 Billion
Q2 2023 Feb 14, 2024	BUY	$458.49 - $526.23 $12.3 Million - $14.1 Million	26,778 Added 20.81%	155,480 $74.7 Billion
Q1 2023 Feb 14, 2024	BUY	$460.33 - $518.33 $2.22 Million - $2.5 Million	4,823 Added 3.89%	128,702 $60.8 Billion
Q4 2022 Feb 14, 2024	BUY	$498.86 - $555.15 $1.64 Million - $1.83 Million	3,294 Added 2.73%	123,879 $65.7 Billion
Q3 2022 Feb 14, 2024	BUY	$501.24 - $549.95 $1.03 Million - $1.13 Million	2,048 Added 1.73%	120,585 $60.9 Billion
Q2 2022 Feb 14, 2024	SELL	$452.06 - $546.01 $554,677 - $669,954	-1,227 Reduced 1.02%	118,537 $60.9 Billion
Q1 2022 Feb 14, 2024	SELL	$455.89 - $520.82 $1.73 Million - $1.97 Million	-3,786 Reduced 3.06%	119,764 $61.1 Billion
Q4 2021 Feb 14, 2024	BUY	$387.01 - $505.58 $1.41 Million - $1.84 Million	3,644 Added 3.04%	123,550 $62 Billion
Q3 2021 Feb 13, 2024	BUY	$390.74 - $429.71 $352,056 - $387,168	901 Added 0.76%	119,906 $46.9 Billion
Q2 2021 Feb 13, 2024	BUY	$364.37 - $420.89 $511,575 - $590,929	1,404 Added 1.19%	119,005 $47.7 Billion
Q1 2021 Feb 13, 2024	BUY	$324.34 - $379.06 $4.99 Million - $5.83 Million	15,372 Added 15.04%	117,601 $43.8 Billion
Q4 2020 Feb 13, 2024	BUY	$303.68 - $356.82 $643,801 - $756,458	2,120 Added 2.12%	102,229 $35.8 Billion
Q3 2020 Feb 13, 2024	BUY	$291.16 - $323.7 $1.24 Million - $1.38 Million	4,255 Added 4.44%	100,109 $31.2 Billion
Q2 2020 Feb 13, 2024	BUY	$229.49 - $311.85 $5.44 Million - $7.39 Million	23,700 Added 32.85%	95,854 $28.3 Billion
Q1 2020 Feb 13, 2024	BUY	$194.86 - $305.31 $3.3 Million - $5.17 Million	16,935 Added 30.67%	72,154 $18 Billion
Q4 2019 Feb 13, 2024	BUY	$215.36 - $295.97 $10.7 Million - $14.7 Million	49,601 Added 882.89%	55,219 $16.2 Billion
Q3 2019 Feb 13, 2024	BUY	$215.26 - $266.65 $191,796 - $237,585	891 Added 18.85%	5,618 $1.22 Billion
Q2 2019 Feb 13, 2024	SELL	$216.84 - $252.28 $16,479 - $19,173	-76 Reduced 1.58%	4,727 $1.15 Billion
Q1 2019 Feb 13, 2024	BUY	$236.02 - $271.13 $2,596 - $2,982	11 Added 0.23%	4,803 $1.19 Billion
Q4 2018 Feb 13, 2024	SELL	$232.94 - $286.33 $7,221 - $8,876	-31 Reduced 0.64%	4,792 $1.19 Billion
Q3 2018 Feb 13, 2024	SELL	$246.98 - $269.65 $39,022 - $42,604	-158 Reduced 3.17%	4,823 $1.28 Billion
Q2 2018 Feb 13, 2024	BUY	$217.2 - $255.98 $96,002 - $113,143	442 Added 9.74%	4,981 $1.22 Billion
Q1 2018 Feb 13, 2024	BUY	$212.55 - $248.47 $964,764 - $1.13 Million	4,539 New	4,539 $971 Million

Others Institutions Holding UNH

# of Institutions

3,838

Shares Held

775M

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 $473B
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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Bartlett & Co. Wealth Management LLC Unitedhealth Group Inc Transaction History