Big Sur Wealth Management LLC Unitedhealth Group Inc Transaction History

Big Sur Wealth Management LLC

$354 Million
Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 4,718 shares of UNH stock, worth $2.82 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

4,718

Previous 4,718 -0.0%

Holding current value

$2.82 Million

Previous $2.4 Million 14.82%

% of portfolio

0.78%

Previous 0.75%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$439.2 - $524.63 $82,130 - $98,105	187 Added 4.13%	4,718 $2.4 Million
Q1 2024 May 21, 2024	BUY	$472.6 - $545.42 $665,420 - $767,951	1,408 Added 45.08%	4,531 $2.24 Million
Q4 2023 Feb 12, 2024	SELL	$509.47 - $552.97 $8,151 - $8,847	-16 Reduced 0.51%	3,123 $1.64 Million
Q3 2023 Nov 13, 2023	SELL	$447.75 - $510.93 $22,387 - $25,546	-50 Reduced 1.57%	3,139 $1.58 Million
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $13,754 - $15,786	-30 Reduced 0.93%	3,189 $1.53 Million
Q1 2023 May 12, 2023	BUY	$460.33 - $518.33 $12,889 - $14,513	28 Added 0.88%	3,219 $1.52 Million
Q4 2022 Feb 09, 2023	BUY	$498.86 - $555.15 $5,986 - $6,661	12 Added 0.38%	3,191 $1.69 Million
Q3 2022 Nov 08, 2022	SELL	$501.24 - $549.95 $71,677 - $78,642	-143 Reduced 4.3%	3,179 $1.61 Million
Q1 2022 May 05, 2022	BUY	$455.89 - $520.82 $24,162 - $27,603	53 Added 1.62%	3,322 $1.69 Million
Q4 2021 Feb 07, 2022	BUY	$387.01 - $505.58 $49,924 - $65,219	129 Added 4.11%	3,269 $1.64 Million
Q2 2021 Jul 29, 2021	SELL	$364.37 - $420.89 $36,437 - $42,089	-100 Reduced 3.09%	3,140 $1.26 Million
Q1 2021 May 06, 2021	SELL	$324.34 - $379.06 $113,518 - $132,671	-350 Reduced 9.75%	3,240 $1.21 Million
Q4 2020 Jan 22, 2021	SELL	$303.68 - $356.82 $167,024 - $196,251	-550 Reduced 13.29%	3,590 $1.26 Million
Q3 2020 Oct 30, 2020	SELL	$291.16 - $323.7 $567,762 - $631,215	-1,950 Reduced 32.02%	4,140 $1.29 Million
Q2 2020 Jul 31, 2020	SELL	$229.49 - $311.85 $849,113 - $1.15 Million	-3,700 Reduced 37.79%	6,090 $1.8 Million
Q1 2020 May 05, 2020	SELL	$194.86 - $305.31 $701,496 - $1.1 Million	-3,600 Reduced 26.89%	9,790 $2.44 Million
Q4 2019 Jan 30, 2020	BUY	$215.36 - $295.97 $633,158 - $870,151	2,940 Added 28.13%	13,390 $3.94 Million
Q3 2019 Nov 05, 2019	BUY	$215.26 - $266.65 $1.18 Million - $1.47 Million	5,500 Added 111.11%	10,450 $2.27 Million
Q4 2018 Feb 01, 2019	BUY	$232.94 - $286.33 $93,176 - $114,532	400 Added 8.79%	4,950 $1.23 Million
Q3 2018 Oct 23, 2018	BUY	$246.98 - $269.65 $382,819 - $417,957	1,550 Added 51.67%	4,550 $1.21 Million
Q1 2018 May 03, 2018	BUY	$212.55 - $248.47 $637,650 - $745,410	3,000 New	3,000 $642,000

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 $559B
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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Big Sur Wealth Management LLC Unitedhealth Group Inc Transaction History