A detailed history of Blue Bell Private Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 314 shares of UNH stock, worth $175,139. This represents 0.04% of its overall portfolio holdings.

Number of Shares
314
Previous 286 9.79%
Holding current value
$175,139
Previous $145,000 26.21%
% of portfolio
0.04%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$488.01 - $604.18 $13,664 - $16,917
28 Added 9.79%
314 $183,000
Q2 2024

Aug 05, 2024

SELL
$439.2 - $524.63 $2,635 - $3,147
-6 Reduced 2.05%
286 $145,000
Q1 2024

Apr 24, 2024

SELL
$472.6 - $545.42 $8,979 - $10,362
-19 Reduced 6.11%
292 $144,000
Q4 2023

Jan 25, 2024

BUY
$509.47 - $552.97 $25,982 - $28,201
51 Added 19.62%
311 $163,000
Q3 2023

Oct 30, 2023

BUY
$447.75 - $510.93 $2,686 - $3,065
6 Added 2.36%
260 $131,000
Q2 2023

Aug 08, 2023

BUY
$458.49 - $526.23 $77,484 - $88,932
169 Added 198.82%
254 $122,000
Q1 2023

May 08, 2023

BUY
$460.33 - $518.33 $11,508 - $12,958
25 Added 41.67%
85 $40,000
Q2 2022

Aug 02, 2022

BUY
$452.06 - $546.01 $904 - $1,092
2 Added 3.45%
60 $31,000
Q4 2021

Jan 26, 2022

BUY
$387.01 - $505.58 $22,446 - $29,323
58 New
58 $29,000

Others Institutions Holding UNH

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...
More about UNH
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