Bogart Wealth, LLC Unitedhealth Group Inc Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 11,666 shares of UNH stock, worth $6.51 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
11,666
Previous 11,715 0.42%
Holding current value
$6.51 Million
Previous $5.97 Million 14.33%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Oct 22, 2024
SELL
$488.01 - $604.18 $23,912 - $29,604
-49 Reduced 0.42%
11,666 $6.82 Million
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

# of Institutions
3,806
Shares Held
788M
Call Options Held
5.85M
Put Options Held
5.63M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • 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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