Family Management Corp Unitedhealth Group Inc Transaction History

Family Management Corp

$553 Million
Q2 2024

A detailed history of Family Management Corp transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Family Management Corp holds 808 shares of UNH stock, worth $497,574. This represents 0.07% of its overall portfolio holdings.

Number of Shares

808

Previous 1,074 24.77%

Holding current value

$497,574

Previous $531,000 22.6%

% of portfolio

0.07%

Previous 0.1%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$439.2 - $524.63 $116,827 - $139,551	-266 Reduced 24.77%	808 $411,000
Q1 2024 May 15, 2024	BUY	$472.6 - $545.42 $8,979 - $10,362	19 Added 1.8%	1,074 $531,000
Q4 2023 Feb 14, 2024	BUY	$509.47 - $552.97 $6,623 - $7,188	13 Added 1.25%	1,055 $555,000
Q3 2023 Nov 14, 2023	SELL	$447.75 - $510.93 $20,148 - $22,991	-45 Reduced 4.14%	1,042 $525,000
Q2 2023 Aug 14, 2023	SELL	$458.49 - $526.23 $14,671 - $16,839	-32 Reduced 2.86%	1,087 $522,000
Q1 2023 May 15, 2023	SELL	$460.33 - $518.33 $42,350 - $47,686	-92 Reduced 7.6%	1,119 $528,000
Q4 2022 Feb 14, 2023	BUY	$498.86 - $555.15 $33,423 - $37,195	67 Added 5.86%	1,211 $642,000
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $6,014 - $6,599	12 Added 1.06%	1,144 $578,000
Q1 2022 May 16, 2022	SELL	$455.89 - $520.82 $20,970 - $23,957	-46 Reduced 3.9%	1,132 $577,000
Q4 2021 Feb 14, 2022	BUY	$387.01 - $505.58 $14,319 - $18,706	37 Added 3.24%	1,178 $592,000
Q3 2021 Nov 15, 2021	SELL	$390.74 - $429.71 $24,616 - $27,071	-63 Reduced 5.23%	1,141 $446,000
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $198,217 - $228,964	544 Added 82.42%	1,204 $482,000
Q1 2021 May 14, 2021	BUY	$324.34 - $379.06 $214,064 - $250,179	660 New	660 $246,000
Q1 2020 May 06, 2020	SELL	$194.86 - $305.31 $2.46 Million - $3.85 Million	-12,620 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$215.36 - $295.97 $4,953 - $6,807	23 Added 0.18%	12,620 $3.71 Million
Q3 2019 Nov 15, 2019	BUY	$215.26 - $266.65 $215 - $266	1 Added 0.01%	12,597 $2.74 Million
Q3 2019 Nov 12, 2019	SELL	$215.26 - $266.65 $23,032 - $28,531	-107 Reduced 0.84%	12,596 $2.74 Million
Q2 2019 Aug 14, 2019	BUY	$216.84 - $252.28 $77,195 - $89,811	356 Added 2.88%	12,703 $3.1 Million
Q1 2019 May 14, 2019	SELL	$236.02 - $271.13 $69,153 - $79,441	-293 Reduced 2.32%	12,347 $3.05 Million
Q4 2018 Feb 14, 2019	SELL	$232.94 - $286.33 $107,851 - $132,570	-463 Reduced 3.53%	12,640 $3.15 Million
Q3 2018 Nov 13, 2018	SELL	$246.98 - $269.65 $59,522 - $64,985	-241 Reduced 1.81%	13,103 $3.49 Million
Q2 2018 Aug 15, 2018	BUY	$217.2 - $255.98 $284,532 - $335,333	1,310 Added 10.89%	13,344 $3.27 Million
Q1 2018 May 11, 2018	SELL	$212.55 - $248.47 $153,886 - $179,892	-724 Reduced 5.67%	12,034 $2.58 Million
Q4 2017 Feb 15, 2018	SELL	$192.52 - $228.17 $24,450 - $28,977	-127 Reduced 0.99%	12,758 $2.81 Million
Q3 2017 Nov 13, 2017	BUY	$190.82 - $199.75 $2.46 Million - $2.57 Million	12,885	12,885 $2.52 Million

Others Institutions Holding UNH

# of Institutions

3,821

Shares Held

790M

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 $576B
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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Family Management Corp Unitedhealth Group Inc Transaction History