Beacon Financial Group Unitedhealth Group Inc Transaction History

Beacon Financial Group

$913 Million
Q3 2024

A detailed history of Beacon Financial Group transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Beacon Financial Group holds 3,014 shares of UNH stock, worth $1.78 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

3,014

Previous 2,933 2.76%

Holding current value

$1.78 Million

Previous $1.49 Million 18.02%

% of portfolio

0.19%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$488.01 - $604.18 $39,528 - $48,938	81 Added 2.76%	3,014 $1.76 Million
Q2 2024 Aug 06, 2024	SELL	$439.2 - $524.63 $5,709 - $6,820	-13 Reduced 0.44%	2,933 $1.49 Million
Q1 2024 May 07, 2024	SELL	$472.6 - $545.42 $62,383 - $71,995	-132 Reduced 4.29%	2,946 $1.46 Million
Q4 2023 Feb 23, 2024	BUY	$509.47 - $552.97 $205,825 - $223,399	404 Added 15.11%	3,078 $1.62 Million
Q3 2023 Oct 16, 2023	SELL	$447.75 - $510.93 $21,939 - $25,035	-49 Reduced 1.8%	2,674 $1.27 Million
Q2 2023 Jul 20, 2023	SELL	$458.49 - $526.23 $95,365 - $109,455	-208 Reduced 7.1%	2,723 $1.3 Million
Q1 2023 Apr 14, 2023	SELL	$460.33 - $518.33 $325,913 - $366,977	-708 Reduced 19.46%	2,931 $1.51 Million
Q4 2022 Jan 19, 2023	SELL	$498.86 - $555.15 $115,236 - $128,239	-231 Reduced 5.97%	3,639 $1.93 Million
Q3 2022 Oct 13, 2022	BUY	$501.24 - $549.95 $13,032 - $14,298	26 Added 0.68%	3,870 $1.97 Million
Q2 2022 Jul 19, 2022	SELL	$452.06 - $546.01 $7,685 - $9,282	-17 Reduced 0.44%	3,844 $1.9 Million
Q1 2022 Apr 08, 2022	BUY	$455.89 - $520.82 $15,500 - $17,707	34 Added 0.89%	3,861 $2 Million
Q4 2021 Jan 07, 2022	SELL	$387.01 - $505.58 $315,026 - $411,542	-814 Reduced 17.54%	3,827 $1.92 Million
Q3 2021 Oct 13, 2021	BUY	$390.74 - $429.71 $45,325 - $49,846	116 Added 2.56%	4,641 $1.86 Million
Q2 2021 Jul 26, 2021	SELL	$364.37 - $420.89 $25,505 - $29,462	-70 Reduced 1.52%	4,525 $1.87 Million
Q4 2020 Jan 15, 2021	SELL	$303.68 - $356.82 $20,346 - $23,906	-67 Reduced 1.44%	4,595 $1.63 Million
Q2 2020 Aug 05, 2020	BUY	$229.49 - $311.85 $322,892 - $438,772	1,407 Added 43.23%	4,662 $1.35 Million
Q1 2020 Jun 29, 2020	SELL	$194.86 - $305.31 $7,989 - $12,517	-41 Reduced 1.24%	3,255 $818,000
Q4 2019 Jan 17, 2020	BUY	$215.36 - $295.97 $102,080 - $140,289	474 Added 16.8%	3,296 $969,000
Q3 2019 Oct 15, 2019	SELL	$215.26 - $266.65 $12,915 - $15,998	-60 Reduced 2.08%	2,822 $607,000
Q2 2019 Jul 15, 2019	BUY	$216.84 - $252.28 $624,932 - $727,070	2,882 New	2,882 $703,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

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 $553B
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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Beacon Financial Group Unitedhealth Group Inc Transaction History