Bsw Wealth Partners Unitedhealth Group Inc Transaction History

Bsw Wealth Partners

$661 Million
Q3 2024

A detailed history of Bsw Wealth Partners transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bsw Wealth Partners holds 2,457 shares of UNH stock, worth $1.47 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,457

Previous 2,039 20.5%

Holding current value

$1.47 Million

Previous $1.04 Million 38.34%

% of portfolio

0.22%

Previous 0.17%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$488.01 - $604.18 $203,988 - $252,547	418 Added 20.5%	2,457 $1.44 Million
Q2 2024 Jul 16, 2024	BUY	$439.2 - $524.63 $28,548 - $34,100	65 Added 3.29%	2,039 $1.04 Million
Q1 2024 Apr 23, 2024	SELL	$472.6 - $545.42 $15,123 - $17,453	-32 Reduced 1.6%	1,974 $976,000
Q4 2023 Jan 25, 2024	BUY	$509.47 - $552.97 $21,907 - $23,777	43 Added 2.19%	2,006 $1.06 Million
Q3 2023 Oct 27, 2023	BUY	$447.75 - $510.93 $54,625 - $62,333	122 Added 6.63%	1,963 $989,000
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $17,422 - $19,996	38 Added 2.11%	1,841 $884,000
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $1,380 - $1,554	-3 Reduced 0.17%	1,803 $852,000
Q4 2022 Feb 13, 2023	SELL	$498.86 - $555.15 $15,464 - $17,209	-31 Reduced 1.69%	1,806 $957,000
Q3 2022 Nov 14, 2022	SELL	$501.24 - $549.95 $90,223 - $98,991	-180 Reduced 8.92%	1,837 $928,000
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $11,301 - $13,650	25 Added 1.26%	2,017 $1.04 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $29,632 - $33,853	65 Added 3.37%	1,992 $1.02 Million
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $47,215 - $61,680	122 Added 6.76%	1,927 $968,000
Q3 2021 Nov 15, 2021	BUY	$390.74 - $429.71 $20,709 - $22,774	53 Added 3.03%	1,805 $705,000
Q2 2021 Aug 16, 2021	BUY	$364.37 - $420.89 $78,339 - $90,491	215 Added 13.99%	1,752 $702,000
Q1 2021 May 17, 2021	BUY	$324.34 - $379.06 $30,163 - $35,252	93 Added 6.44%	1,537 $572,000
Q4 2020 Feb 16, 2021	BUY	$303.68 - $356.82 $33,101 - $38,893	109 Added 8.16%	1,444 $506,000
Q3 2020 Nov 13, 2020	BUY	$291.16 - $323.7 $21,837 - $24,277	75 Added 5.95%	1,335 $416,000
Q2 2020 Aug 13, 2020	BUY	$229.49 - $311.85 $51,635 - $70,166	225 Added 21.74%	1,260 $372,000
Q1 2020 May 14, 2020	BUY	$194.86 - $305.31 $23,772 - $37,247	122 Added 13.36%	1,035 $258,000
Q4 2019 Feb 18, 2020	SELL	$215.36 - $295.97 $72,145 - $99,149	-335 Reduced 26.84%	913 $268,000
Q3 2019 Nov 12, 2019	BUY	$215.26 - $266.65 $268,644 - $332,779	1,248 New	1,248 $271,000

Others Institutions Holding UNH

# of Institutions

3,814

Shares Held

788M

Call Options Held

5.85M

Put Options Held

5.63M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $558B
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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Bsw Wealth Partners Unitedhealth Group Inc Transaction History