A detailed history of Bogart Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 11,715 shares of UNH stock, worth $6.9 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
11,715
Previous 14,543 19.45%
Holding current value
$6.9 Million
Previous $7.19 Million 17.08%
% of portfolio
0.3%
Previous 0.37%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$439.2 - $524.63 $1.24 Million - $1.48 Million
-2,828 Reduced 19.45%
11,715 $5.97 Million
Q1 2024

Apr 25, 2024

BUY
$472.6 - $545.42 $419,668 - $484,332
888 Added 6.5%
14,543 $7.19 Million
Q4 2023

Feb 06, 2024

SELL
$509.47 - $552.97 $15,284 - $16,589
-30 Reduced 0.22%
13,655 $7.19 Million
Q3 2023

Oct 30, 2023

BUY
$447.75 - $510.93 $129,399 - $147,658
289 Added 2.16%
13,685 $6.9 Million
Q2 2023

Jul 28, 2023

BUY
$458.49 - $526.23 $303,520 - $348,364
662 Added 5.2%
13,396 $6.44 Million
Q1 2023

Apr 21, 2023

BUY
$460.33 - $518.33 $623,286 - $701,818
1,354 Added 11.9%
12,734 $6.02 Million
Q4 2022

Feb 06, 2023

BUY
$498.86 - $555.15 $846,565 - $942,089
1,697 Added 17.53%
11,380 $6.03 Million
Q3 2022

Nov 03, 2022

BUY
$501.24 - $549.95 $884,688 - $970,661
1,765 Added 22.29%
9,683 $4.89 Million
Q2 2022

Jul 22, 2022

SELL
$452.06 - $546.01 $211,112 - $254,986
-467 Reduced 5.57%
7,918 $4.07 Million
Q1 2022

Apr 22, 2022

BUY
$455.89 - $520.82 $420,330 - $480,196
922 Added 12.35%
8,385 $4.28 Million
Q4 2021

Jan 19, 2022

BUY
$387.01 - $505.58 $317,348 - $414,575
820 Added 12.34%
7,463 $3.75 Million
Q3 2021

Oct 15, 2021

BUY
$390.74 - $429.71 $415,356 - $456,781
1,063 Added 19.05%
6,643 $2.6 Million
Q2 2021

Aug 06, 2021

BUY
$364.37 - $420.89 $346,151 - $399,845
950 Added 20.52%
5,580 $2.23 Million
Q1 2021

Apr 16, 2021

BUY
$324.34 - $379.06 $357,747 - $418,103
1,103 Added 31.27%
4,630 $1.72 Million
Q4 2020

Jan 14, 2021

BUY
$303.68 - $356.82 $75,008 - $88,134
247 Added 7.53%
3,527 $1.24 Million
Q3 2020

Oct 06, 2020

BUY
$291.16 - $323.7 $19,216 - $21,364
66 Added 2.05%
3,280 $1.02 Million
Q2 2020

Jul 08, 2020

BUY
$229.49 - $311.85 $24,555 - $33,367
107 Added 3.44%
3,214 $948,000
Q1 2020

Apr 20, 2020

BUY
$194.86 - $305.31 $38,192 - $59,840
196 Added 6.73%
3,107 $775,000
Q4 2019

Feb 10, 2020

BUY
$215.36 - $295.97 $23,258 - $31,964
108 Added 3.85%
2,911 $856,000
Q3 2019

Oct 10, 2019

BUY
$215.26 - $266.65 $22,387 - $27,731
104 Added 3.85%
2,803 $609,000
Q2 2019

Jul 11, 2019

SELL
$216.84 - $252.28 $2,385 - $2,775
-11 Reduced 0.41%
2,699 $658,000
Q1 2019

Apr 08, 2019

BUY
$236.02 - $271.13 $13,925 - $15,996
59 Added 2.23%
2,710 $670,000
Q4 2018

Jan 15, 2019

BUY
$232.94 - $286.33 $70,114 - $86,185
301 Added 12.81%
2,651 $660,000
Q3 2018

Oct 16, 2018

BUY
$246.98 - $269.65 $29,143 - $31,818
118 Added 5.29%
2,350 $625,000
Q2 2018

Jul 13, 2018

SELL
$217.2 - $255.98 $868 - $1,023
-4 Reduced 0.18%
2,232 $547,000
Q1 2018

Apr 13, 2018

BUY
$212.55 - $248.47 $118,177 - $138,149
556 Added 33.1%
2,236 $512,000
Q4 2017

Jan 11, 2018

BUY
$192.52 - $228.17 $287,624 - $340,885
1,494 Added 803.23%
1,680 $370,000
Q3 2017

Oct 12, 2017

BUY
$190.82 - $199.75 $35,492 - $37,153
186
186 $37,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $551B
  • 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
Track This Portfolio

Track Bogart Wealth, LLC Portfolio

Follow Bogart Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bogart Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bogart Wealth, LLC with notifications on news.