Baystate Wealth Management LLC Unitedhealth Group Inc Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Baystate Wealth Management LLC holds 1,358 shares of UNH stock, worth $807,208. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,358

Previous 1,345 0.97%

Holding current value

$807,208

Previous $678,000 5.31%

% of portfolio

0.05%

Previous 0.06%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$509.47 - $552.97 $6,623 - $7,188	13 Added 0.97%	1,358 $714,000
Q3 2023 Oct 25, 2023	SELL	$447.75 - $510.93 $4,925 - $5,620	-11 Reduced 0.81%	1,345 $678,000
Q2 2023 Sep 21, 2023	SELL	$458.49 - $526.23 $3.01 Million - $3.46 Million	-6,568 Reduced 82.89%	1,356 $651,000
Q2 2023 Aug 02, 2023	BUY	$458.49 - $526.23 $3.01 Million - $3.46 Million	6,575 Added 487.4%	7,924 $3.81 Million
Q1 2023 Apr 25, 2023	BUY	$460.33 - $518.33 $26,238 - $29,544	57 Added 4.41%	1,349 $637,000
Q4 2022 Jan 12, 2023	BUY	$498.86 - $555.15 $19,954 - $22,206	40 Added 3.19%	1,292 $685,000
Q3 2022 Nov 10, 2022	BUY	$501.24 - $549.95 $1,503 - $1,649	3 Added 0.24%	1,252 $633,000
Q2 2022 Aug 02, 2022	BUY	$452.06 - $546.01 $192,577 - $232,600	426 Added 51.76%	1,249 $642,000
Q1 2022 Apr 19, 2022	SELL	$455.89 - $520.82 $1,367 - $1,562	-3 Reduced 0.36%	823 $420,000
Q4 2021 Jan 21, 2022	BUY	$387.01 - $505.58 $14,319 - $18,706	37 Added 4.69%	826 $415,000
Q3 2021 Nov 05, 2021	BUY	$390.74 - $429.71 $14,457 - $15,899	37 Added 4.92%	789 $309,000
Q2 2021 Jul 26, 2021	BUY	$364.37 - $420.89 $2,914 - $3,367	8 Added 1.08%	752 $301,000
Q1 2021 Apr 21, 2021	BUY	$324.34 - $379.06 $973 - $1,137	3 Added 0.4%	744 $277,000
Q4 2020 Jan 15, 2021	BUY	$303.68 - $356.82 $30,671 - $36,038	101 Added 15.78%	741 $260,000
Q3 2020 Oct 14, 2020	BUY	$291.16 - $323.7 $15,722 - $17,479	54 Added 9.22%	640 $199,000
Q2 2020 Jul 28, 2020	BUY	$229.49 - $311.85 $29,604 - $40,228	129 Added 28.23%	586 $173,000
Q1 2020 Apr 22, 2020	BUY	$194.86 - $305.31 $5,456 - $8,548	28 Added 6.53%	457 $114,000
Q4 2019 Jan 21, 2020	SELL	$215.36 - $295.97 $3,015 - $4,143	-14 Reduced 3.16%	429 $126,000
Q3 2019 Oct 30, 2019	SELL	$215.26 - $266.65 $6,888 - $8,532	-32 Reduced 6.74%	443 $96,000
Q2 2019 Jul 02, 2019	SELL	$216.84 - $252.28 $32,309 - $37,589	-149 Reduced 23.88%	475 $116,000
Q1 2019 Apr 25, 2019	BUY	$236.02 - $271.13 $3,776 - $4,338	16 Added 2.63%	624 $144,000
Q4 2018 Jan 24, 2019	BUY	$232.94 - $286.33 $31,912 - $39,227	137 Added 29.09%	608 $162,000
Q3 2018 Oct 16, 2018	BUY	$246.98 - $269.65 $246 - $269	1 Added 0.21%	471 $124,000
Q2 2018 Jul 17, 2018	BUY	$217.2 - $255.98 $9,774 - $11,519	45 Added 10.59%	470 $120,000
Q1 2018 Apr 24, 2018	SELL	$212.55 - $248.47 $71,629 - $83,734	-337 Reduced 44.23%	425 $100,000
Q4 2017 Jan 23, 2018	BUY	$192.52 - $228.17 $57,756 - $68,451	300 Added 64.94%	762 $186,000
Q3 2017 Oct 10, 2017	BUY	$190.82 - $199.75 $88,158 - $92,284	462	462 $91,000

Others Institutions Holding UNH

# of Institutions

3,734

Shares Held

782M

Call Options Held

5.86M

Put Options Held

5.64M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $556B
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...

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Baystate Wealth Management LLC Unitedhealth Group Inc Transaction History