Burt Wealth Advisors Unitedhealth Group Inc Transaction History

Burt Wealth Advisors

$399 Million
Q3 2024

A detailed history of Burt Wealth Advisors transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Burt Wealth Advisors holds 16,116 shares of UNH stock, worth $9.78 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares

16,116

Previous 16,368 1.54%

Holding current value

$9.78 Million

Previous $8.34 Million 13.04%

% of portfolio

2.36%

Previous 2.2%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$488.01 - $604.18 $122,978 - $152,253	-252 Reduced 1.54%	16,116 $9.42 Million
Q2 2024 Jul 16, 2024	SELL	$439.2 - $524.63 $420,314 - $502,070	-957 Reduced 5.52%	16,368 $8.34 Million
Q1 2024 Apr 18, 2024	BUY	$472.6 - $545.42 $130,437 - $150,535	276 Added 1.62%	17,325 $8.57 Million
Q4 2023 Feb 01, 2024	SELL	$509.47 - $552.97 $145,198 - $157,596	-285 Reduced 1.64%	17,049 $8.98 Million
Q2 2023 Jul 18, 2023	SELL	$458.49 - $526.23 $182,937 - $209,965	-399 Reduced 2.25%	17,334 $8.33 Million
Q1 2023 Apr 13, 2023	SELL	$460.33 - $518.33 $113,241 - $127,509	-246 Reduced 1.37%	17,733 $8.38 Million
Q4 2022 Jan 17, 2023	SELL	$498.86 - $555.15 $1,995 - $2,220	-4 Reduced 0.02%	17,979 $9.53 Million
Q2 2022 Jul 29, 2022	SELL	$452.06 - $546.01 $115,275 - $139,232	-255 Reduced 1.4%	17,983 $9.24 Million
Q1 2022 Apr 19, 2022	SELL	$455.89 - $520.82 $134,943 - $154,162	-296 Reduced 1.6%	18,238 $9.3 Million
Q2 2021 Jul 14, 2021	SELL	$364.37 - $420.89 $22,590 - $26,095	-62 Reduced 0.33%	18,534 $7.42 Million
Q1 2021 Apr 15, 2021	SELL	$324.34 - $379.06 $346,070 - $404,457	-1,067 Reduced 5.43%	18,596 $6.92 Million
Q2 2020 Aug 05, 2020	BUY	$229.49 - $311.85 $2,065 - $2,806	9 Added 0.05%	19,663 $5.8 Million
Q1 2020 Apr 29, 2020	SELL	$194.86 - $305.31 $22,603 - $35,415	-116 Reduced 0.59%	19,654 $4.9 Million
Q4 2019 Jan 29, 2020	SELL	$215.36 - $295.97 $29,719 - $40,843	-138 Reduced 0.69%	19,770 $5.81 Million
Q1 2019 Apr 24, 2019	SELL	$236.02 - $271.13 $42,955 - $49,345	-182 Reduced 0.91%	19,908 $4.92 Million
Q3 2017 Nov 09, 2017	SELL	$190.82 - $199.75 $39,499 - $41,348	-207 Reduced 1.02%	20,090 $3.94 Million
Q2 2017 Aug 07, 2017	BUY	N/A	20,297	20,297 $3.76 Million

Others Institutions Holding UNH

# of Institutions

3,836

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $568B
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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Burt Wealth Advisors Unitedhealth Group Inc Transaction History