Brandywine Oak Private Wealth LLC Unitedhealth Group Inc Transaction History

Brandywine Oak Private Wealth LLC

$959 Million
Q1 2024

A detailed history of Brandywine Oak Private Wealth LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 2,534 shares of UNH stock, worth $1.24 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,534

Previous 2,482 2.1%

Holding current value

$1.24 Million

Previous $1.31 Million 4.06%

% of portfolio

0.13%

Previous 0.15%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$472.6 - $545.42 $24,575 - $28,361	52 Added 2.1%	2,534 $1.25 Million
Q4 2023 Feb 05, 2024	SELL	$509.47 - $552.97 $19,869 - $21,565	-39 Reduced 1.55%	2,482 $1.31 Million
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $15,223 - $17,371	-34 Reduced 1.33%	2,521 $1.27 Million
Q2 2023 Aug 11, 2023	SELL	$458.49 - $526.23 $7,794 - $8,945	-17 Reduced 0.66%	2,555 $1.23 Million
Q1 2023 May 10, 2023	SELL	$460.33 - $518.33 $25,318 - $28,508	-55 Reduced 2.09%	2,572 $1.22 Million

Q4 2022 Feb 06, 2023	SELL	$498.86 - $555.15 $170,111 - $189,306	-341 Reduced 11.49%	2,627 $1.39 Million
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $41,101 - $45,095	-82 Reduced 2.69%	2,968 $1.5 Million
Q2 2022 Jul 22, 2022	SELL	$452.06 - $546.01 $63,288 - $76,441	-140 Reduced 4.39%	3,050 $1.57 Million
Q1 2022 May 02, 2022	SELL	$455.89 - $520.82 $18,691 - $21,353	-41 Reduced 1.27%	3,190 $1.63 Million
Q4 2021 Feb 07, 2022	BUY	$387.01 - $505.58 $25,155 - $32,862	65 Added 2.05%	3,231 $1.62 Million
Q3 2021 Oct 18, 2021	SELL	$390.74 - $429.71 $44,153 - $48,557	-113 Reduced 3.45%	3,166 $1.24 Million
Q2 2021 Aug 09, 2021	BUY	$364.37 - $420.89 $570,603 - $659,113	1,566 Added 91.42%	3,279 $1.31 Million
Q1 2021 May 06, 2021	SELL	$324.34 - $379.06 $32,433 - $37,906	-100 Reduced 5.52%	1,713 $637,000
Q3 2020 Oct 16, 2020	SELL	$291.16 - $323.7 $16,596 - $18,450	-57 Reduced 3.05%	1,813 $565,000
Q2 2020 Aug 06, 2020	SELL	$229.49 - $311.85 $31,899 - $43,347	-139 Reduced 6.92%	1,870 $551,000
Q1 2020 May 06, 2020	SELL	$194.86 - $305.31 $54,950 - $86,097	-282 Reduced 12.31%	2,009 $501,000
Q4 2019 Jan 28, 2020	SELL	$215.36 - $295.97 $12,706 - $17,462	-59 Reduced 2.51%	2,291 $673,000
Q3 2019 Oct 30, 2019	SELL	$215.26 - $266.65 $3,013 - $3,733	-14 Reduced 0.59%	2,350 $510,000
Q2 2019 Jul 22, 2019	BUY	$216.84 - $252.28 $26,020 - $30,273	120 Added 5.35%	2,364 $576,000
Q1 2019 May 09, 2019	BUY	$236.02 - $271.13 $27,378 - $31,451	116 Added 5.45%	2,244 $554,000
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $495,696 - $609,310	2,128 New	2,128 $530,000

Others Institutions Holding UNH

# of Institutions

3,672

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $458B
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

Portfolio Update

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

News

Stay updated on Brandywine Oak Private Wealth LLC with notifications on news.

Account

Brandywine Oak Private Wealth LLC Unitedhealth Group Inc Transaction History