Executive Wealth Management, LLC Unitedhealth Group Inc Transaction History

Executive Wealth Management, LLC

$1.09 Billion
Q1 2024

A detailed history of Executive Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Executive Wealth Management, LLC holds 20,564 shares of UNH stock, worth $10.3 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

20,564

Previous 19,696 4.41%

Holding current value

$10.3 Million

Previous $10.4 Million 1.89%

% of portfolio

0.94%

Previous 1.02%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$472.6 - $545.42 $410,216 - $473,424	868 Added 4.41%	20,564 $10.2 Million
Q4 2023 Jan 26, 2024	BUY	$509.47 - $552.97 $107,498 - $116,676	211 Added 1.08%	19,696 $10.4 Million
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $444,168 - $506,842	992 Added 5.36%	19,485 $9.82 Million
Q2 2023 Aug 02, 2023	BUY	$458.49 - $526.23 $809,693 - $929,322	1,766 Added 10.56%	18,493 $8.89 Million
Q1 2023 May 11, 2023	BUY	$460.33 - $518.33 $909,612 - $1.02 Million	1,976 Added 13.4%	16,727 $7.91 Million

Q4 2022 Feb 13, 2023	BUY	$498.86 - $555.15 $3.93 Million - $4.37 Million	7,875 Added 114.53%	14,751 $7.82 Million
Q3 2022 Nov 10, 2022	SELL	$501.24 - $549.95 $3.29 Million - $3.61 Million	-6,561 Reduced 48.83%	6,876 $6.88 Million
Q2 2022 Jul 26, 2022	SELL	$452.06 - $546.01 $502,238 - $606,617	-1,111 Reduced 7.64%	13,437 $6.9 Million
Q1 2022 Apr 13, 2022	SELL	$455.89 - $520.82 $1.15 Million - $1.31 Million	-2,517 Reduced 14.75%	14,548 $7.42 Million
Q4 2021 Feb 03, 2022	BUY	$387.01 - $505.58 $291,031 - $380,196	752 Added 4.61%	17,065 $8.57 Million
Q3 2021 Oct 27, 2021	BUY	$390.74 - $429.71 $65,253 - $71,761	167 Added 1.03%	16,313 $6.37 Million
Q2 2021 Jul 26, 2021	BUY	$364.37 - $420.89 $500,280 - $577,881	1,373 Added 9.29%	16,146 $6.47 Million
Q1 2021 May 03, 2021	BUY	$324.34 - $379.06 $4 Million - $4.67 Million	12,322 Added 502.73%	14,773 $5.5 Million
Q4 2020 Feb 04, 2021	BUY	$303.68 - $356.82 $91,711 - $107,759	302 Added 14.05%	2,451 $859,000
Q3 2020 Oct 23, 2020	BUY	$291.16 - $323.7 $5,240 - $5,826	18 Added 0.84%	2,149 $670,000
Q2 2020 Jul 27, 2020	SELL	$229.49 - $311.85 $344,235 - $467,775	-1,500 Reduced 41.31%	2,131 $628,000
Q1 2020 Apr 27, 2020	SELL	$194.86 - $305.31 $118,280 - $185,323	-607 Reduced 14.32%	3,631 $905,000
Q4 2019 Jan 23, 2020	SELL	$215.36 - $295.97 $66,761 - $91,750	-310 Reduced 6.82%	4,238 $1.25 Million
Q3 2019 Nov 21, 2019	SELL	$215.26 - $266.65 $85,673 - $106,126	-398 Reduced 8.05%	4,548 $988,000
Q3 2019 Oct 30, 2019	BUY	$215.26 - $266.65 $14,422 - $17,865	67 Added 1.37%	4,946 $1.07 Million
Q2 2019 Aug 01, 2019	BUY	$216.84 - $252.28 $116,659 - $135,726	538 Added 12.39%	4,879 $1.19 Million
Q1 2019 May 02, 2019	SELL	$236.02 - $271.13 $147,040 - $168,913	-623 Reduced 12.55%	4,341 $1.07 Million
Q4 2018 Feb 19, 2019	BUY	$232.94 - $286.33 $1.16 Million - $1.42 Million	4,964 New	4,964 $1.24 Million

Others Institutions Holding UNH

# of Institutions

3,675

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 $469B
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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Executive Wealth Management, LLC Unitedhealth Group Inc Transaction History