Berkshire Asset Management LLC Unitedhealth Group Inc Transaction History

Berkshire Asset Management LLC

$2 Billion
Q2 2024

A detailed history of Berkshire Asset Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Berkshire Asset Management LLC holds 9,913 shares of UNH stock, worth $5.53 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

9,913

Previous 9,512 4.22%

Holding current value

$5.53 Million

Previous $4.71 Million 7.29%

% of portfolio

0.25%

Previous 0.25%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$439.2 - $524.63 $4.35 Million - $5.2 Million	9,913 New	9,913 $5.05 Million
Q1 2024 May 14, 2024	SELL	$472.6 - $545.42 $38,753 - $44,724	-82 Reduced 0.85%	9,512 $4.71 Million
Q4 2023 Feb 09, 2024	SELL	$509.47 - $552.97 $52,475 - $56,955	-103 Reduced 1.06%	9,594 $5.05 Million
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $51,043 - $58,246	-114 Reduced 1.16%	9,697 $4.89 Million
Q2 2023 Aug 14, 2023	BUY	$458.49 - $526.23 $51,350 - $58,937	112 Added 1.15%	9,811 $4.72 Million
Q1 2023 Jun 06, 2023	BUY	$460.33 - $518.33 $4.46 Million - $5.03 Million	9,699 New	9,699 $4.58 Million
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $404,500 - $443,809	-807 Reduced 7.84%	9,486 $4.79 Million
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $440,306 - $531,813	-974 Reduced 8.64%	10,293 $5.29 Million
Q1 2022 May 16, 2022	SELL	$455.89 - $520.82 $125,825 - $143,746	-276 Reduced 2.39%	11,267 $5.75 Million
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $625,795 - $817,522	-1,617 Reduced 12.29%	11,543 $5.8 Million
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $305,558 - $336,033	782 Added 6.32%	13,160 $5.14 Million
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $887,240 - $1.02 Million	2,435 Added 24.49%	12,378 $4.96 Million
Q1 2021 May 17, 2021	SELL	$324.34 - $379.06 $1.34 Million - $1.56 Million	-4,119 Reduced 29.29%	9,943 $3.7 Million
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $1.61 Million - $1.9 Million	5,313 Added 60.73%	14,062 $4.93 Million
Q3 2020 Nov 16, 2020	SELL	$291.16 - $323.7 $86,183 - $95,815	-296 Reduced 3.27%	8,749 $2.73 Million
Q2 2020 Aug 12, 2020	SELL	$229.49 - $311.85 $1.16 Million - $1.58 Million	-5,060 Reduced 35.87%	9,045 $2.67 Million
Q1 2020 May 13, 2020	BUY	$194.86 - $305.31 $808,084 - $1.27 Million	4,147 Added 41.64%	14,105 $3.52 Million
Q4 2019 Feb 12, 2020	SELL	$215.36 - $295.97 $302,150 - $415,245	-1,403 Reduced 12.35%	9,958 $2.93 Million
Q3 2019 Oct 07, 2019	BUY	$215.26 - $266.65 $102,248 - $126,658	475 Added 4.36%	11,361 $2.47 Million
Q2 2019 Jul 29, 2019	BUY	$216.84 - $252.28 $117,960 - $137,240	544 Added 5.26%	10,886 $2.66 Million
Q1 2019 Apr 16, 2019	SELL	$236.02 - $271.13 $167,574 - $192,502	-710 Reduced 6.42%	10,342 $2.56 Million
Q4 2018 Jan 24, 2019	SELL	$232.94 - $286.33 $160,495 - $197,281	-689 Reduced 5.87%	11,052 $2.75 Million
Q3 2018 Oct 12, 2018	SELL	$246.98 - $269.65 $16,053 - $17,527	-65 Reduced 0.55%	11,741 $3.12 Million
Q2 2018 Jul 17, 2018	BUY	$217.2 - $255.98 $24,543 - $28,925	113 Added 0.97%	11,806 $2.9 Million
Q1 2018 May 01, 2018	BUY	$212.55 - $248.47 $346,031 - $404,509	1,628 Added 16.17%	11,693 $2.5 Million
Q4 2017 Jan 17, 2018	BUY	$192.52 - $228.17 $544,061 - $644,808	2,826 Added 39.04%	10,065 $2.22 Million
Q3 2017 Oct 30, 2017	BUY	$190.82 - $199.75 $1.38 Million - $1.45 Million	7,239	7,239 $1.42 Million

Others Institutions Holding UNH

# of Institutions

3,806

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $522B
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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Berkshire Asset Management LLC Unitedhealth Group Inc Transaction History